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 $413,362. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,911Holding current value
$413,362% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
196Shares Held
10.5MCall Options Held
26.7KPut Options Held
7.1K-
Envestnet Asset Management Inc1.2MShares$170 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC1.14MShares$161 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL880KShares$125 Million0.07% of portfolio
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Raymond James Financial Inc St. Petersburg, FL872KShares$124 Million0.05% of portfolio
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Janney Montgomery Scott LLC765KShares$109 Million0.31% of portfolio