Kingswood Wealth Advisors, LLC Invesco Dwa Industrials Moment Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
Shares
4 transactions
Others Institutions Holding PRN
# of Institutions
100Shares Held
1.54MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY175KShares$29.3 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL148KShares$24.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA129KShares$21.6 Million0.0% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL111KShares$18.6 Million1.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC111KShares$18.6 Million0.01% of portfolio