Kingswood Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,204 shares of IVE stock, worth $440,579. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,204
Previous 1,637
34.64%
Holding current value
$440,579
Previous $298 Million
45.85%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.4 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.59 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.5 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.59 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.39 Billion0.32% of portfolio