Kingswood Wealth Advisors, LLC Intuit Inc Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Intuit Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,240 shares of INTU stock, worth $3.56 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,240
Previous 5,179
1.18%
Holding current value
$3.56 Million
Previous $3.4 Billion
4.42%
% of portfolio
0.23%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding INTU
# of Institutions
2,145Shares Held
225MCall Options Held
2.16MPut Options Held
2.81M-
Vanguard Group Inc Valley Forge, PA26.7MShares$18.1 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY24.4MShares$16.6 Billion0.37% of portfolio
-
State Street Corp Boston, MA12.3MShares$8.36 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY10.1MShares$6.87 Billion0.52% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD8.4MShares$5.7 Billion0.6% of portfolio
About INTUIT INC
- Ticker INTU
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 281,870,016
- Market Cap $191B
- Description
- Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProConnect. The Small Business & ...