Kingswood Wealth Advisors, LLC Options Holdings
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
Options Holdings Table
Stock | Option Type | Value | Options Held | Last Trade | Trade History |
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Summary
- Portfolio
- No. of Stocks 745
- Current Value $1.27 Trillion
- Prior Value $2.62 Trillion
- Filing
- Period Q2 2025
- Filing Date July 23, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 77 stocks
- Additional Purchases 171 stocks
- Sold out of 0 stocks
- Reduced holdings in 458 stocks