Kingswood Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,143 shares of IGM stock, worth $418,235. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,143
Previous 3,830 8.17%
Holding current value
$418,235
Previous $361 Million 10.04%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$84.03 - $98.62 $26,301 - $30,868
313 Added 8.17%
4,143 $397 Million
Q2 2024

Jul 09, 2024
BUY
$80.02 - $95.38 $306,476 - $365,305
3,830 New
3,830 $361 Million

Others Institutions Holding IGM

# of Institutions
420
Shares Held
25.7M
Call Options Held
51.1K
Put Options Held
36K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email