Kingswood Wealth Advisors, LLC Spdr Tr Ser Spdr S&P Semicondu Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Tr Ser Spdr S&P Semicondu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,230 shares of XSD stock, worth $298,459. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,230
Previous 1,550
20.65%
Holding current value
$298,459
Previous $360 Million
15.38%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XSD
# of Institutions
232Shares Held
2.51MCall Options Held
21.7KPut Options Held
15.3K-
Morgan Stanley New York, NY215KShares$52.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC210KShares$51.1 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$35.4 Million0.0% of portfolio
-
Envestnet Asset Management Inc134KShares$32.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA130KShares$31.6 Million0.01% of portfolio