Kingswood Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 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 1,637 shares of IVE stock, worth $318,003. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,637Holding current value
$318,003% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.43 Billion0.28% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
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Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
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Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio