Kingswood Wealth Advisors, LLC Ishares Morningstar U.S. Equit Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,463 shares of ILCB stock, worth $292,969. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,463Holding current value
$292,969% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
182Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$43.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$37 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.9 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$31.5 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.8 Million0.01% of portfolio