Kingswood Wealth Advisors, LLC BLACKROCK INCORPORATED Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
825
Previous 950 13.16%
Holding current value
$780 Million
Previous $974 Million 19.91%
% of portfolio
0.03%
Previous 0.07%

Shares

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

Apr 21, 2025
SELL
N/A
-125 Reduced 13.16%
825 $780 Million
Q4 2024

Jan 22, 2025
BUY
N/A
950 New
950 $974 Million
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