Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
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 71,666 shares of TDIV stock, worth $5.79 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
71,666
Previous 27,771
158.06%
Holding current value
$5.79 Million
Previous $2.18 Billion
142.82%
% of portfolio
0.2%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding TDIV
# of Institutions
367Shares Held
22.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$191 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.98MShares$160 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$134 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$112 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.18MShares$95.6 Million0.03% of portfolio