Kingswood Wealth Advisors, LLC Towne Bank (Va) Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 10,747 shares of TOWN stock, worth $368,944. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,747
Previous 12,687
15.29%
Holding current value
$368,944
Previous $419 Million
12.65%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding TOWN
# of Institutions
225Shares Held
41.6MCall Options Held
10.6KPut Options Held
100-
Vanguard Group Inc Valley Forge, PA7.43MShares$255 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.46MShares$187 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX4.33MShares$149 Million0.04% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD4.13MShares$142 Million0.08% of portfolio
-
State Street Corp Boston, MA2MShares$68.6 Million0.0% of portfolio
About TOWNE BANK (VA)
- Ticker TOWN
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 72,746,000
- Market Cap $2.5B