Kingswood Wealth Advisors, LLC Iq Merger Arbitrage ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Iq Merger Arbitrage ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 45,565 shares of MNA stock, worth $1.6 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
45,565
Previous 52,923
13.9%
Holding current value
$1.6 Million
Previous $1.74 Billion
10.4%
% of portfolio
0.06%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding MNA
# of Institutions
78Shares Held
4.42MCall Options Held
0Put Options Held
0-
New York Life Investment Management LLC New York, NY805KShares$28.3 Million0.3% of portfolio
-
Morgan Stanley New York, NY641KShares$22.5 Million0.0% of portfolio
-
Osborne Partners Capital Management, LLC521KShares$18.3 Million1.04% of portfolio
-
Oppenheimer Asset Management Inc. New York, NY253KShares$8.9 Million0.11% of portfolio
-
Envestnet Asset Management Inc245KShares$8.63 Million0.0% of portfolio