Kingswood Wealth Advisors, LLC Consumer Staples Sector Spdr Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,784 shares of XLP stock, worth $287,735. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,784
Previous 2,992
26.47%
Holding current value
$287,735
Previous $242 Million
22.39%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding XLP
# of Institutions
1,381Shares Held
205MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio