Kingswood Wealth Advisors, LLC ARM HOLDINGS PLC SPONSORED ADS Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
3,917
Previous 3,932 0.38%
Holding current value
$418 Million
Previous $485 Million 13.76%
% of portfolio
0.02%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
N/A
-15 Reduced 0.38%
3,917 $418 Million
Q4 2024

Jan 22, 2025
BUY
N/A
453 Added 13.02%
3,932 $485 Million
Q3 2024

Oct 21, 2024
BUY
N/A
3,479 New
3,479 $498 Million
Q1 2024

Apr 15, 2024
BUY
N/A
3,520 New
3,520 $440 Million
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