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 $328,771. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,531Holding current value
$328,771% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding IGV
# of Institutions
703Shares Held
55.3MCall Options Held
8.71MPut Options Held
3.48M-
Bank Of America Corp Charlotte, NC4.05MShares$377 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.89MShares$362 Million0.03% of portfolio
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Ubs Group Ag2.82MShares$262 Million0.05% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.81MShares$262 Million4.04% of portfolio
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Menora Mivtachim Holdings Ltd.2.59MShares$241 Million1.63% of portfolio