Kingswood Wealth Advisors, LLC GE VERNOVA INCORPORATED Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
3,733
Previous 6,310 40.84%
Holding current value
$1.98 Billion
Previous $1.96 Billion 0.81%
% of portfolio
0.16%
Previous 0.07%

Shares

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

Jul 23, 2025
SELL
N/A
-2,577 Reduced 40.84%
3,733 $1.98 Billion
Q1 2025

Jul 25, 2025
SELL
N/A
-374 Reduced 10.02%
3,359 $1.03 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
3,828 Added 154.23%
6,310 $1.96 Billion
Q4 2024

Jan 22, 2025
SELL
N/A
-6,452 Reduced 72.22%
2,482 $817 Million
Q3 2024

Oct 21, 2024
BUY
N/A
460 Added 5.43%
8,934 $2.28 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
8,474 New
8,474 $1.45 Billion
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