Kingswood Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 32,965 shares of SLYG stock, worth $2.98 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
32,965
Previous 30,935
6.56%
Holding current value
$2.98 Million
Previous $2.57 Billion
13.95%
% of portfolio
0.23%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SLYG
# of Institutions
521Shares Held
28.8MCall Options Held
2KPut Options Held
76-
Citigroup Inc2.59MShares$234 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.5MShares$226 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$159 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.27MShares$115 Million0.23% of portfolio
-
Townsquare Capital LLC1.04MShares$93.6 Million0.95% of portfolio