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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About TOWNE BANK (VA)


  • Ticker TOWN
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 72,746,000
  • Market Cap $2.5B
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.