Kingswood Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,684 shares of IWD stock, worth $530,653. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,684Holding current value
$530,653% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
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Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
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Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
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Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio