Kingswood Wealth Advisors, LLC VERALTO CORP Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024
Number of Shares
2,984
Previous 2,464 21.1%
Holding current value
$285 Million
Previous $218 Million 30.41%
% of portfolio
0.03%
Previous 0.03%

Shares

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