Kingswood Wealth Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,709 shares of IJJ stock, worth $205,285. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,709Holding current value
$205,285% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IJJ
# of Institutions
889Shares Held
43MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY4.06MShares$488 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.58MShares$430 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC2.34MShares$281 Million0.03% of portfolio
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Ubs Group Ag2.15MShares$259 Million0.05% of portfolio
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Envestnet Asset Management Inc1.86MShares$224 Million0.08% of portfolio