Kingswood Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
41Shares Held
5.12MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.16MShares$33.3 Million22.09% of portfolio
-
Advisory Services Network, LLC1.03MShares$29.6 Million0.61% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$14 Million2.8% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL301KShares$8.62 Million0.66% of portfolio
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Axxcess Wealth Management, LLC Carlsbad, CA283KShares$8.11 Million0.22% of portfolio