Kingswood Wealth Advisors, LLC Spdr Portfolio Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,844 shares of SPMD stock, worth $442,401. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,844
Previous 12,707 38.27%
Holding current value
$442,401
Previous $652 Million 34.2%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Oct 21, 2024
SELL
$50.29 - $54.92 $244,560 - $267,075
-4,863 Reduced 38.27%
7,844 $429 Million
Q2 2024

Jul 09, 2024
SELL
$49.54 - $53.39 $18,082 - $19,487
-365 Reduced 2.79%
12,707 $652 Million
Q1 2024

Apr 15, 2024
BUY
$47.16 - $53.34 $343,136 - $388,101
7,276 Added 125.53%
13,072 $697 Million
Q4 2023

Jan 16, 2024
BUY
$40.76 - $49.2 $15,366 - $18,548
377 Added 6.96%
5,796 $282 Million
Q3 2023

Oct 23, 2023
BUY
$43.23 - $47.8 $234,263 - $259,028
5,419 New
5,419 $237 Million

Others Institutions Holding SPMD

# of Institutions
653
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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