Kingswood Wealth Advisors, LLC MORGAN STANLEY DIRECT LE Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024
Number of Shares
30,713
Previous 18,637 64.8%
Holding current value
$671 Million
Previous $402 Million 67.09%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
N/A
12,076 Added 64.8%
30,713 $671 Million
Q1 2024

Apr 15, 2024
BUY
N/A
18,637 New
18,637 $402 Million
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