Kingswood Wealth Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,634 shares of EFAV stock, worth $872,550. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,634
Previous 8,555
35.99%
Holding current value
$872,550
Previous $657 Million
25.18%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding EFAV
# of Institutions
521Shares Held
53.6MCall Options Held
7.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC23MShares$1.72 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$343 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.12MShares$159 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.71MShares$128 Million0.04% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.67MShares$125 Million5.32% of portfolio