Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii Kbw High Div Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Kbw High Div stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 28,746 shares of KBWD stock, worth $387,496. This represents 0.02% of its overall portfolio holdings.
Number of Shares
28,746Holding current value
$387,496% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding KBWD
# of Institutions
91Shares Held
6.53MCall Options Held
1.2KPut Options Held
33.2K-
Wells Fargo & Company San Francisco, CA1.01MShares$13.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY936KShares$12.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$9.99 Million0.0% of portfolio
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Mission Hills Financial Advisory, LLC San Diego, CA528KShares$7.12 Million5.3% of portfolio
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Gradient Investments LLC484KShares$6.52 Million0.18% of portfolio