Kingswood Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,291 shares of IWN stock, worth $217,249. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,291Holding current value
$217,249% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IWN
# of Institutions
1,070Shares Held
58.8MCall Options Held
707KPut Options Held
207K-
Bank Of America Corp Charlotte, NC6.32MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.19MShares$874 Million0.06% of portfolio
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Tiaa Trust, National Association Charlotte, NC2.73MShares$460 Million1.37% of portfolio
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Jones Financial Companies Lllp2.58MShares$435 Million0.44% of portfolio
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Tiaa, Fsb St. Louis, MO2.5MShares$420 Million1.27% of portfolio