Kingswood Wealth Advisors, LLC Iq Merger Arbitrage ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Iq Merger Arbitrage ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 108,615 shares of MNA stock, worth $3.87 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
108,615
Previous 62,823
72.89%
Holding current value
$3.87 Million
Previous $2.22 Billion
75.98%
% of portfolio
0.24%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding MNA
# of Institutions
96Shares Held
4.83MCall Options Held
0Put Options Held
0-
New York Life Investment Management LLC New York, NY770KShares$27.5 Million0.26% of portfolio
-
Morgan Stanley New York, NY695KShares$24.8 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC547KShares$19.5 Million1.01% of portfolio
-
Envestnet Asset Management Inc282KShares$10 Million0.0% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY268KShares$9.54 Million0.11% of portfolio