Kingswood Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,159 shares of OEF stock, worth $308,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,159
Previous 810 43.09%
Holding current value
$308,328
Previous $214 Million 49.83%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$266.03 - $266.03 $92,844 - $92,844
349 Added 43.09%
1,159 $321 Million
Q2 2024

Jul 09, 2024
BUY
$234.68 - $265.99 $190,090 - $215,451
810 New
810 $214 Million

Others Institutions Holding OEF

# of Institutions
837
Shares Held
35.8M
Call Options Held
9.9K
Put Options Held
26.4K
View Full List

About ISHARES S&P 100 ETF

OEF Quotes by TradingView
  • Ticker OEF
  • Sector ETFs
  • Industry ETFs
More about OEF
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email