Kingswood Wealth Advisors, LLC PACIFIC OAK STRATEGIC OP PORTUNITY REIT INC Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
16,263
Previous 13,767 18.13%
Holding current value
$93 Million
Previous $111 Million 15.86%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Apr 21, 2025
BUY
N/A
2,496 Added 18.13%
16,263 $93 Million
Q4 2024

Jan 22, 2025
BUY
N/A
13,767 New
13,767 $111 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