Kingswood Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,516 shares of LMBS stock, worth $663,365. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,516Holding current value
$663,365% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding LMBS
# of Institutions
446Shares Held
78.2MCall Options Held
4KPut Options Held
0-
Morgan Stanley New York, NY12.1MShares$592 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC9.27MShares$455 Million0.19% of portfolio
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Wells Fargo & Company San Francisco, CA4.85MShares$238 Million0.05% of portfolio
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Ubs Group Ag4.15MShares$204 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.07MShares$151 Million0.06% of portfolio