Kingswood Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,835 shares of IWP stock, worth $2.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,835Holding current value
$2.2 Million% of portfolio
0.14%Shares
2 transactions
Others Institutions Holding IWP
# of Institutions
1,086Shares Held
102MCall Options Held
59.7KPut Options Held
5.2K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.47 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.41 Billion0.09% of portfolio
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Bank Of America Corp Charlotte, NC7.13MShares$932 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA5MShares$654 Million0.14% of portfolio
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Jones Financial Companies Lllp4.4MShares$576 Million0.53% of portfolio