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 $324,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,992
Previous 1,771 12.48%
Holding current value
$324,676
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
407
Shares Held
7.35M
Call Options Held
24.9K
Put Options Held
4.8K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

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