Kingswood Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,911 shares of IAI stock, worth $455,105. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,911Holding current value
$455,105% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
173Shares Held
9.05MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$196 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$183 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL880KShares$138 Million0.07% of portfolio
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Janney Montgomery Scott LLC765KShares$120 Million0.31% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa746KShares$117 Million0.04% of portfolio