Kingswood Wealth Advisors, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
Shares
3 transactions
Others Institutions Holding PTBD
# of Institutions
67Shares Held
4.98MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA566KShares$11.2 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC440KShares$8.68 Million0.0% of portfolio
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O Donnell Financial Services, LLC336KShares$6.63 Million2.9% of portfolio
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Napa Wealth Management Napa, CA313KShares$6.19 Million2.96% of portfolio
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Raymond James Financial Inc St. Petersburg, FL296KShares$5.85 Million0.0% of portfolio