Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Call Options Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TDIV
# of Institutions
382Shares Held
23.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.6MShares$241 Million0.08% of portfolio
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Morgan Stanley New York, NY1.98MShares$183 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA1.66MShares$154 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$129 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.18MShares$110 Million0.03% of portfolio