Number of Shares
84,900
Previous 58,143 46.02%
Holding current value
$1.65 Billion
Previous $1.13 Billion 47.08%
% of portfolio
0.12%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

BUY
N/A
26,757 Added 46.02%
84,900 $1.65 Billion
Q3 2024

Oct 21, 2024

BUY
N/A
58,143 New
58,143 $1.13 Billion
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.