Kingswood Wealth Advisors, LLC CELESTICA INCORPORATED Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
1,729
Previous 3,351 48.4%
Holding current value
$270 Million
Previous $264 Million 2.13%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-1,622 Reduced 48.4%
1,729 $270 Million
Q1 2025

Jul 25, 2025
BUY
N/A
1,233 Added 71.31%
2,962 $234 Million
Q1 2025

Apr 21, 2025
BUY
N/A
3,351 New
3,351 $264 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.

Choose your preferred platform and Sign Up 👇 Telegram Email