Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,838 shares of IAK stock, worth $630,246. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,838
Previous 4,701
2.91%
Holding current value
$630,246
Previous $595 Million
12.12%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding IAK
# of Institutions
173Shares Held
3.84MCall Options Held
4.4KPut Options Held
1.7K-
Morgan Stanley New York, NY420KShares$54.7 Million0.0% of portfolio
-
Mml Investors Services, LLC Springfield, MA226KShares$29.4 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA222KShares$28.9 Million0.01% of portfolio
-
Spc Financial, Inc.168KShares$21.9 Million1.87% of portfolio
-
Royal Bank Of Canada Toronto, A6155KShares$20.2 Million0.0% of portfolio