Kingswood Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Kingswood Wealth Advisors, LLC

$1.27 Trillion
Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 33,821 shares of ARKK stock, worth $2.63 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

33,821

Previous 42,669 20.74%

Holding current value

$2.63 Million

Previous $2.03 Billion 17.08%

% of portfolio

0.19%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$40.51 - $71.03 $358,432 - $628,473	-8,848 Reduced 20.74%	33,821 $2.38 Billion
Q1 2025 Jul 25, 2025	BUY	$47.25 - $67.02 $374,834 - $531,669	7,933 Added 23.46%	41,754 $1.99 Billion
Q1 2025 Apr 21, 2025	BUY	$47.25 - $67.02 $66,717 - $94,632	1,412 Added 3.42%	42,669 $2.03 Billion
Q4 2024 Jan 22, 2025	BUY	$45.39 - $62.98 $468,878 - $650,583	10,330 Added 33.4%	41,257 $2.34 Billion
Q3 2024 Oct 21, 2024	BUY	$39.47 - $49.4 $972,896 - $1.22 Million	24,649 Added 392.63%	30,927 $1.47 Billion
Q2 2024 Jul 09, 2024	SELL	$42.0 - $49.24 $116,508 - $136,591	-2,774 Reduced 30.65%	6,278 $276 Million
Q1 2024 Apr 15, 2024	SELL	$45.2 - $51.64 $41,493 - $47,405	-918 Reduced 9.21%	9,052 $453 Million
Q4 2023 Jan 16, 2024	BUY	$34.1 - $54.26 $339,977 - $540,972	9,970 New	9,970 $522 Million

Others Institutions Holding ARKK

# of Institutions

727

Shares Held

51.6M

Call Options Held

26.6M

Put Options Held

21.8M

View Full List

About ARK ETF TR INNOVATION ETF (DE)

Ticker ARKK
Sector ETFs
Industry ETFs

More about ARKK

Track This Portfolio

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.

Account

Kingswood Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History