Kingswood Wealth Advisors, LLC Spdr S&P 600 Small Cap Growth Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 33,712 shares of SLYG stock, worth $3.09 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
33,712
Previous 32,965
2.27%
Holding current value
$3.09 Million
Previous $2.93 Billion
8.67%
% of portfolio
0.19%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding SLYG
# of Institutions
556Shares Held
28MCall Options Held
14.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC3.82MShares$350 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$170 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.17MShares$108 Million0.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN954KShares$87.4 Million0.02% of portfolio
-
Srs Capital Advisors, Inc. Denver, CO802KShares$73.5 Million0.88% of portfolio