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 $336,189. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,992
Previous 1,771
12.48%
Holding current value
$336,189
Previous $279 Million
18.55%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding XAR
# of Institutions
404Shares Held
7.43MCall Options Held
29KPut Options Held
6K-
Lpl Financial LLC Fort Mill, SC1.19MShares$201 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC811KShares$137 Million0.01% of portfolio
-
Morgan Stanley New York, NY758KShares$128 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA239KShares$40.3 Million0.01% of portfolio
-
Ubs Group Ag206KShares$34.8 Million0.01% of portfolio