Kingswood Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,992 shares of XAR stock, worth $346,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,992
Previous 1,771 12.48%
Holding current value
$346,368
Previous $279 Million 18.55%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$153.8 - $176.52 $33,989 - $39,010
221 Added 12.48%
1,992 $330 Million
Q3 2024

Oct 21, 2024
SELL
$139.03 - $157.34 $61,868 - $70,016
-445 Reduced 20.08%
1,771 $279 Million
Q2 2024

Jul 09, 2024
SELL
$132.1 - $144.92 $119,022 - $130,572
-901 Reduced 28.91%
2,216 $310 Million
Q1 2024

Apr 15, 2024
BUY
$127.46 - $141.87 $179,208 - $199,469
1,406 Added 82.17%
3,117 $438 Million
Q4 2023

Jan 16, 2024
BUY
$109.6 - $136.33 $187,525 - $233,260
1,711 New
1,711 $232 Million

Others Institutions Holding XAR

# of Institutions
399
Shares Held
7.17M
Call Options Held
24.3K
Put Options Held
5.8K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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