Kingswood Wealth Advisors, LLC Shp ETF Tr Neos S&P 500 High I Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,145 shares of SPYI stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,145
Previous 7,490 8.74%
Holding current value
$0
Previous $384 Million 7.89%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
N/A
655 Added 8.74%
8,145 $414 Million
Q3 2024

Oct 21, 2024
BUY
N/A
1,742 Added 30.31%
7,490 $384 Million
Q2 2024

Jul 09, 2024
BUY
N/A
5,748 New
5,748 $288 Million

Others Institutions Holding SPYI

# of Institutions
147
Shares Held
6.37M
Call Options Held
27.1K
Put Options Held
57.7K
View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

SPYI Quotes by TradingView
  • Ticker SPYI
More about SPYI
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