Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,465 shares of TDIV stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,465
Previous 13,843 2.73%
Holding current value
$1.07 Million
Previous $1.05 Billion 3.29%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 21, 2024
SELL
$70.51 - $81.07 $26,652 - $30,644
-378 Reduced 2.73%
13,465 $1.08 Billion
Q2 2024

Jul 09, 2024
BUY
$65.21 - $77.8 $158,329 - $188,898
2,428 Added 21.27%
13,843 $1.05 Billion
Q1 2024

Apr 15, 2024
BUY
$61.89 - $70.93 $706,474 - $809,665
11,415 New
11,415 $795 Million
Q2 2023

Aug 09, 2023
BUY
$51.27 - $59.33 $499,882 - $578,467
9,750 New
9,750 $572 Million

Others Institutions Holding TDIV

# of Institutions
340
Shares Held
20.8M
Call Options Held
7.9K
Put Options Held
0
View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

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