Kingswood Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 6,179 shares of XLB stock, worth $525,523. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,179
Previous 3,488
77.15%
Holding current value
$525,523
Previous $338 Million
53.96%
% of portfolio
0.04%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding XLB
# of Institutions
955Shares Held
62.1MCall Options Held
9.93MPut Options Held
12.9M-
Goldman Sachs Group Inc New York, NY6.11MShares$520 Million0.08% of portfolio
-
Morgan Stanley New York, NY5.83MShares$495 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC5.47MShares$465 Million0.04% of portfolio
-
Barclays PLC London, X05.03MShares$428 Million0.12% of portfolio
-
Cibc World Market Inc. Toronto, A62.44MShares$207 Million0.43% of portfolio