Kingswood Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,684 shares of XSW stock, worth $408,075. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,684Holding current value
$408,075% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding XSW
# of Institutions
102Shares Held
1.32MCall Options Held
2.9KPut Options Held
300-
Bank Of America Corp Charlotte, NC408KShares$62.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC138KShares$20.9 Million0.01% of portfolio
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Morgan Stanley New York, NY70.2KShares$10.7 Million0.0% of portfolio
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New Harbor Financial Group, LLC Leominster, MA69.4KShares$10.6 Million3.17% of portfolio
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Mc Guire Investment Group, LLC68.3KShares$10.4 Million1.49% of portfolio