Kingswood Wealth Advisors, LLC Ssga Active Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 5,954 shares of SRLN stock, worth $245,781. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,954
Previous 14,676 59.43%
Holding current value
$245,781
Previous $612 Million 60.07%
% of portfolio
0.01%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$41.02 - $41.99 $357,776 - $366,236
-8,722 Reduced 59.43%
5,954 $245 Million
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
585
Shares Held
143M
Call Options Held
8K
Put Options Held
44.8K
View Full List

About SSGA ACTIVE TRUST

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