Kingswood Wealth Advisors, LLC Black Rock Health Sciences Trust Ii Transaction History

Kingswood Wealth Advisors, LLC

$2.62 Trillion
Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Black Rock Health Sciences Trust Ii stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,420 shares of BMEZ stock, worth $371,132. This represents 0.01% of its overall portfolio holdings.

Number of Shares

25,420

Previous 29,134 12.75%

Holding current value

$371,132

Previous $420 Million 9.72%

% of portfolio

0.01%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$14.48 - $16.6 $53,778 - $61,652	-3,714 Reduced 12.75%	25,420 $379 Million
Q4 2024 Jan 22, 2025	BUY	$14.4 - $16.03 $419,529 - $467,018	29,134 New	29,134 $420 Million
Q2 2024 Jul 09, 2024	BUY	$14.44 - $16.34 $1,169 - $1,323	81 Added 0.37%	22,069 $339 Million
Q1 2024 Apr 15, 2024	BUY	$14.65 - $16.54 $27,029 - $30,516	1,845 Added 9.16%	21,988 $360 Million
Q4 2023 Jan 16, 2024	BUY	$13.02 - $14.82 $262,261 - $298,519	20,143 New	20,143 $295 Million
Q2 2023 Aug 09, 2023	BUY	$15.7 - $16.81 $339,465 - $363,465	21,622 New	21,622 $355 Million

Others Institutions Holding BMEZ

# of Institutions

110

Shares Held

45.2M

Call Options Held

Put Options Held

View Full List

About BlackRock Health Sciences Trust II

Ticker BMEZ
Exchange NYSE
Sector ETFs
Industry ETFs

More about BMEZ

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 Black Rock Health Sciences Trust Ii Transaction History