Kingswood Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,177 shares of IWS stock, worth $426,575. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,177Holding current value
$426,575% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IWS
# of Institutions
923Shares Held
94.8MCall Options Held
43.6KPut Options Held
0-
Tiaa, Fsb St. Louis, MO12.9MShares$1.74 Billion5.15% of portfolio
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Jones Financial Companies Lllp8.29MShares$1.11 Billion1.16% of portfolio
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Morgan Stanley New York, NY7.93MShares$1.06 Billion0.08% of portfolio
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Tiaa Trust, National Association Charlotte, NC4.62MShares$620 Million1.72% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA4.15MShares$557 Million1.92% of portfolio