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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 4,189 shares of XLC stock, worth $441,143. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,189
Previous 4,895 14.42%
Holding current value
$441,143
Previous $441 Million 8.12%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
183M
Call Options Held
2.89M
Put Options Held
3.6M
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