Kingswood Wealth Advisors, LLC Global X Fds Us Infrastructure Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fds Us Infrastructure stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 49,604 shares of PAVE stock, worth $2.17 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

49,604

Previous 26,519 87.05%

Holding current value

$2.17 Million

Previous $1.09 Billion 84.32%

% of portfolio

0.15%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$40.41 - $45.95 $932,864 - $1.06 Million	23,085 Added 87.05%	49,604 $2 Billion
Q3 2024 Oct 21, 2024	SELL	$36.39 - $41.16 $79,111 - $89,481	-2,174 Reduced 7.58%	26,519 $1.09 Billion
Q2 2024 Jul 09, 2024	SELL	$36.91 - $39.72 $21,629 - $23,275	-586 Reduced 2.0%	28,693 $1.06 Billion
Q1 2024 Apr 15, 2024	SELL	$33.2 - $39.81 $47,708 - $57,206	-1,437 Reduced 4.68%	29,279 $1.17 Billion
Q4 2023 Jan 16, 2024	BUY	$28.26 - $34.82 $868,034 - $1.07 Million	30,716 New	30,716 $1.06 Billion
Q2 2023 Aug 09, 2023	BUY	$26.73 - $31.43 $643,524 - $756,677	24,075 New	24,075 $757 Million

Others Institutions Holding PAVE

# of Institutions

590

Shares Held

133M

Call Options Held

98.2K

Put Options Held

39.1K

View Full List

About GLOBAL X FDS US INFRASTRUCTURE

Ticker PAVE
Sector ETFs
Industry ETFs

More about PAVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Global X Fds Us Infrastructure Transaction History