Kingswood Wealth Advisors, LLC Ishares Msci Emerging Markets Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,285 shares of EEM stock, worth $658,783. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,285
Previous 11,812 29.4%
Holding current value
$658,783
Previous $544 Million 17.56%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$41.82 - $47.36 $145,240 - $164,481
3,473 Added 29.4%
15,285 $639 Million
Q3 2024

Oct 21, 2024
BUY
$40.42 - $46.7 $4,042 - $4,670
100 Added 0.85%
11,812 $544 Million
Q2 2024

Jul 09, 2024
BUY
$39.71 - $43.79 $35,143 - $38,754
885 Added 8.17%
11,712 $499 Million
Q1 2024

Apr 15, 2024
SELL
$37.68 - $41.36 $48,607 - $53,354
-1,290 Reduced 10.65%
10,827 $445 Million
Q4 2023

Jan 16, 2024
BUY
$36.53 - $40.3 $442,634 - $488,315
12,117 New
12,117 $487 Million

Others Institutions Holding EEM

# of Institutions
1,557
Shares Held
323M
Call Options Held
195M
Put Options Held
351M
View Full List

About ISHARES MSCI EMERGING MARKETS

EEM Quotes by TradingView
  • Ticker EEM
  • Sector ETFs
  • Industry Closed-End Fund - Foreign
More about EEM
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