Kingswood Wealth Advisors, LLC Iq Merger Arbitrage ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 52,923 shares of MNA stock, worth $1.78 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
52,923
Previous 71,406
25.88%
Holding current value
$1.78 Million
Previous $2.35 Billion
25.7%
% of portfolio
0.13%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding MNA
# of Institutions
79Shares Held
4.77MCall Options Held
0Put Options Held
0-
New York Life Investment Management LLC New York, NY1.08MShares$36.5 Million0.37% of portfolio
-
Morgan Stanley New York, NY622KShares$20.9 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC472KShares$15.9 Million0.91% of portfolio
-
Envestnet Asset Management Inc259KShares$8.7 Million0.0% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY252KShares$8.48 Million0.1% of portfolio