Kingswood Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 846 shares of IWB stock, worth $257,454. This represents 0.01% of its overall portfolio holdings.
Number of Shares
846Holding current value
$257,454% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,482Shares Held
97MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$2.96 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.47MShares$1.36 Billion0.46% of portfolio
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Bank Of America Corp Charlotte, NC4.09MShares$1.25 Billion0.11% of portfolio
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M&T Bank Corp2.81MShares$856 Million3.19% of portfolio
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Northern Trust Corp Chicago, IL2.68MShares$816 Million0.13% of portfolio