Kingswood Wealth Advisors, LLC First Tr Large Cap Core Alphde Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,217 shares of FEX stock, worth $343,865. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,217Holding current value
$343,865% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
232Shares Held
8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.2MShares$128 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC957KShares$102 Million0.04% of portfolio
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Janney Montgomery Scott LLC509KShares$54.4 Million0.15% of portfolio
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Wells Fargo & Company San Francisco, CA469KShares$50.1 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL288KShares$30.8 Million0.01% of portfolio