Kingswood Wealth Advisors, LLC VERALTO CORPORATION COM SHS Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024
Number of Shares
2,499
Previous 2,984 16.25%
Holding current value
$279 Million
Previous $285 Million 1.92%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 21, 2024
SELL
N/A
-485 Reduced 16.25%
2,499 $279 Million
Q2 2024

Jul 09, 2024
BUY
N/A
520 Added 21.1%
2,984 $285 Million
Q1 2024

Apr 15, 2024
SELL
N/A
-279 Reduced 10.17%
2,464 $218 Million
Q4 2023

Jan 16, 2024
BUY
N/A
2,743 New
2,743 $226 Million
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