Kingswood Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,191 shares of BBUS stock, worth $1.13 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,191
Previous 8,661
17.67%
Holding current value
$1.13 Million
Previous $897 Million
20.33%
% of portfolio
0.08%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BBUS
# of Institutions
153Shares Held
20MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.16MShares$461 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.39MShares$266 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.4MShares$155 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.26MShares$140 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.21MShares$134 Million4.87% of portfolio