Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 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 5,630 shares of IFRA stock, worth $293,154. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,630
Previous 5,630
-0.0%
Holding current value
$293,154
Previous $277 Million
7.37%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding IFRA
# of Institutions
398Shares Held
31.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC10MShares$522 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.03MShares$106 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.72MShares$89.3 Million3.9% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$55.4 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS971KShares$50.6 Million0.07% of portfolio