Kingswood Wealth Advisors, LLC Spdr S&P Software & Services E Call Options Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$79.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$24.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$15.9 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$14 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$12.5 Million
1.5% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

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