Kingswood Wealth Advisors, LLC Ssga Active ETF Tr Ssga Ultra Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ssga Active ETF Tr Ssga Ultra stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,189 shares of ULST stock, worth $372,705. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,189
Previous 7,915 16.1%
Holding current value
$372,705
Previous $321 Million 16.52%
% of portfolio
0.03%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$40.41 - $40.68 $51,482 - $51,826
1,274 Added 16.1%
9,189 $374 Million
Q1 2025

Jul 25, 2025
SELL
$40.24 - $40.65 $51,265 - $51,788
-1,274 Reduced 13.86%
7,915 $321 Million
Q1 2025

Apr 21, 2025
BUY
$40.24 - $40.65 $17,423 - $17,601
433 Added 5.79%
7,915 $321 Million
Q4 2024

Jan 22, 2025
BUY
$40.34 - $40.62 $301,823 - $303,918
7,482 New
7,482 $302 Million

Others Institutions Holding ULST

# of Institutions
128
Shares Held
14.4M
Call Options Held
0
Put Options Held
0
View Full List

About SSGA ACTIVE ETF TR SSGA ULTRA

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