Kingswood Wealth Advisors, LLC Ishares Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,069 shares of IYR stock, worth $193,265. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,069Holding current value
$193,265% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IYR
# of Institutions
598Shares Held
56.3MCall Options Held
11.4MPut Options Held
13.1M-
Barclays PLC London, X010MShares$934 Million0.27% of portfolio
-
Morgan Stanley New York, NY5.94MShares$555 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY5.33MShares$498 Million0.09% of portfolio
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Wealth Navi Inc.4.39MShares$410 Million5.11% of portfolio
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Cibc World Markets Corp New York, NY3.63MShares$339 Million2.75% of portfolio