Kingswood Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,431 shares of XLC stock, worth $381,973. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,431
Previous 3,028
13.31%
Holding current value
$381,973
Previous $329 Million
23.55%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio