Kingswood Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,039 shares of IUSV stock, worth $861,145. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,039Holding current value
$861,145% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
772Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.82 Billion0.57% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.32 Billion0.54% of portfolio
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Morgan Stanley New York, NY9.25MShares$882 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$443 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$420 Million0.14% of portfolio