Kingswood Wealth Advisors, LLC Towne Bank (Va) Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Towne Bank (Va) stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,947 shares of TOWN stock, worth $245,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,947
Previous 7,747 10.33%
Holding current value
$245,229
Previous $264 Million 9.97%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$30.4 - $35.29 $24,320 - $28,232
-800 Reduced 10.33%
6,947 $237 Million
Q1 2025

Jul 25, 2025
BUY
$32.13 - $37.51 $25,704 - $30,008
800 Added 11.52%
7,747 $264 Million
Q1 2025

Apr 21, 2025
SELL
$32.13 - $37.51 $96,390 - $112,530
-3,000 Reduced 27.91%
7,747 $264 Million
Q4 2024

Jan 22, 2025
SELL
$31.98 - $37.62 $62,041 - $72,982
-1,940 Reduced 15.29%
10,747 $366 Million
Q3 2024

Oct 21, 2024
BUY
$26.78 - $34.85 $339,757 - $442,141
12,687 New
12,687 $419 Million

Others Institutions Holding TOWN

# of Institutions
261
Shares Held
45M
Call Options Held
10K
Put Options Held
200
View Full List

About TOWNE BANK (VA)

TOWN Quotes by TradingView
  • Ticker TOWN
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 72,746,000
  • Market Cap $2.57B
More about TOWN
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email