Kingswood Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,867 shares of XYLD stock, worth $631,698. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,867
Previous 14,035
5.93%
Holding current value
$631,698
Previous $582 Million
6.95%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding XYLD
# of Institutions
237Shares Held
27MCall Options Held
29.5KPut Options Held
14.9K-
Morgan Stanley New York, NY3.89MShares$165 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.21MShares$137 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC2.9MShares$123 Million0.01% of portfolio
-
Nissay Asset Management Corp Tokyo, M01.65MShares$70.2 Million0.44% of portfolio
-
Ubs Group Ag1.08MShares$45.7 Million0.01% of portfolio