Kingswood Wealth Advisors, LLC Ubs Ag Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ubs Ag stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,873 shares of BDCZ stock, worth $448,573. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,873Holding current value
$448,573% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding BDCZ
# of Institutions
12Shares Held
137KCall Options Held
0Put Options Held
0-
Eudaimonia Partners, LLC Winchester, TN46.6KShares$875,5950.22% of portfolio
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Eudaimonia Advisors LLC Winchester, TN34.7KShares$652,0690.36% of portfolio
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Creative One Wealth, LLC Overland Park, KS23.4KShares$439,4220.02% of portfolio
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Lindbrook Capital, LLC4KShares$75,1600.01% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL2.23KShares$41,9390.0% of portfolio