Kingswood Wealth Advisors, LLC Ishares Expanded Tech Software Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,531 shares of IGV stock, worth $371,602. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,531Holding current value
$371,602% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
620Shares Held
55.1MCall Options Held
1.14MPut Options Held
1.7M-
Morgan Stanley New York, NY5.11MShares$538 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC3.18MShares$334 Million0.02% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.81MShares$296 Million4.04% of portfolio
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Goldman Sachs Group Inc New York, NY2.46MShares$259 Million0.04% of portfolio
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Ubs Group Ag2.36MShares$248 Million0.05% of portfolio