Kingswood Wealth Advisors, LLC Invesco Dwa Industrials Moment Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco Dwa Industrials Moment stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,662 shares of PRN stock, worth $743,930. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,662
Previous 5,842
3.08%
Holding current value
$743,930
Previous $898 Million
13.21%
% of portfolio
0.03%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding PRN
# of Institutions
112Shares Held
1.58MCall Options Held
4KPut Options Held
11K-
Wells Fargo & Company San Francisco, CA175KShares$23 Million0.01% of portfolio
-
Morgan Stanley New York, NY173KShares$22.7 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL143KShares$18.7 Million0.03% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL118KShares$15.5 Million1.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC99.8KShares$13.1 Million0.01% of portfolio