Kingswood Wealth Advisors, LLC FIDELITY WISE ORIGIN Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Number of Shares
105,968
Previous 100,916 5.01%
Holding current value
$5.88 Billion
Previous $5.29 Billion 11.15%
% of portfolio
0.42%
Previous 0.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
N/A
5,052 Added 5.01%
105,968 $5.88 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
27,765 Added 37.96%
100,916 $5.29 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
73,151 New
73,151 $4.54 Billion
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