Kingswood Wealth Advisors, LLC Shp ETF Tr Neos S&P 500 High I Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,672 shares of SPYI stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,672
Previous 12,107 4.67%
Holding current value
$0
Previous $609 Million 8.78%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
565 Added 4.67%
12,672 $663 Million
Q2 2025

Jul 23, 2025
BUY
N/A
1,235 Added 11.36%
12,107 $609 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-1,235 Reduced 10.2%
10,872 $521 Million
Q1 2025

Apr 21, 2025
BUY
N/A
2,727 Added 33.48%
10,872 $521 Million
Q4 2024

Jan 22, 2025
BUY
N/A
655 Added 8.74%
8,145 $414 Million
Q3 2024

Oct 21, 2024
BUY
N/A
1,742 Added 30.31%
7,490 $384 Million
Q2 2024

Jul 09, 2024
BUY
N/A
5,748 New
5,748 $288 Million

Others Institutions Holding SPYI

# of Institutions
309
Shares Held
16.8M
Call Options Held
165K
Put Options Held
165K
View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

SPYI Quotes by TradingView
  • Ticker SPYI
More about SPYI
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