Kingswood Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 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 1,771 shares of XAR stock, worth $297,740. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,771
Previous 2,216
20.08%
Holding current value
$297,740
Previous $310 Million
10.2%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding XAR
# of Institutions
377Shares Held
6.63MCall Options Held
31.7KPut Options Held
5.6K-
Lpl Financial LLC Fort Mill, SC1.03MShares$174 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC769KShares$129 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$122 Million0.01% of portfolio
-
Ubs Group Ag182KShares$30.5 Million0.01% of portfolio
-
Howard Capital Management Group, LLC179KShares$30.2 Million1.99% of portfolio