Number of Shares
1,189
Holding current value
$252 Million
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
N/A
1,189 New
1,189 $252 Million
Q4 2023

Jan 16, 2024

SELL
N/A
-1,506 Reduced 56.74%
1,148 $273 Million
Q3 2023

Oct 23, 2023

BUY
N/A
2,654 New
2,654 $535 Million
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.