Kingswood Wealth Advisors, LLC Ishares Core High Dividend ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,402 shares of HDV stock, worth $640,947. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,402
Previous 14,966
63.9%
Holding current value
$640,947
Previous $1.76 Billion
65.55%
% of portfolio
0.05%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding HDV
# of Institutions
851Shares Held
46.2MCall Options Held
92KPut Options Held
12.3K-
Bank Of America Corp Charlotte, NC4.69MShares$557 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.15MShares$374 Million0.03% of portfolio
-
Meiji Yasuda Life Insurance CO Tokyo, M03.01MShares$357 Million6.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.38MShares$282 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA2.08MShares$247 Million0.05% of portfolio