A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,895 shares of XLC stock, worth $479,416. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,895
Previous 3,361 45.64%
Holding current value
$479,416
Previous $288 Million 53.31%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$82.16 - $90.4 $126,033 - $138,673
1,534 Added 45.64%
4,895 $441 Million
Q2 2024

Jul 09, 2024

BUY
$77.86 - $86.45 $261,687 - $290,558
3,361 New
3,361 $288 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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.