Kingswood Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

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 2,910 shares of XLC stock, worth $313,086. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,910
Previous 4,189 30.53%
Holding current value
$313,086
Previous $406 Million 30.77%
% of portfolio
0.01%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$94.84 - $105.31 $121,300 - $134,691
-1,279 Reduced 30.53%
2,910 $281 Million
Q4 2024

Jan 22, 2025
SELL
$89.66 - $102.16 $63,299 - $72,124
-706 Reduced 14.42%
4,189 $406 Million
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

# of Institutions
1,219
Shares Held
186M
Call Options Held
2.97M
Put Options Held
2.93M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email