Kingswood Wealth Advisors, LLC Ssga Active Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,676 shares of SRLN stock, worth $611,989. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,676
Previous 17,109 14.22%
Holding current value
$611,989
Previous $714 Million 14.28%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$41.48 - $42.08 $100,920 - $102,380
-2,433 Reduced 14.22%
14,676 $612 Million
Q3 2024

Oct 21, 2024
BUY
$40.93 - $41.85 $700,271 - $716,011
17,109 New
17,109 $714 Million
Q4 2023

Jan 16, 2024
BUY
$41.29 - $41.98 $226,599 - $230,386
5,488 New
5,488 $230 Million

Others Institutions Holding SRLN

# of Institutions
573
Shares Held
141M
Call Options Held
48.3K
Put Options Held
48.7K
View Full List

About SSGA ACTIVE TRUST

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