Kingswood Wealth Advisors, LLC GE HEALTHCARE TECHNOLOGI Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
6,813
Previous 4,548 49.8%
Holding current value
$533 Million
Previous $426 Million 25.17%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
N/A
2,265 Added 49.8%
6,813 $533 Million
Q3 2024

Oct 21, 2024
BUY
N/A
823 Added 22.09%
4,548 $426 Million
Q2 2024

Jul 09, 2024
BUY
N/A
18 Added 0.49%
3,725 $290 Million
Q1 2024

Apr 15, 2024
SELL
N/A
-586 Reduced 13.65%
3,707 $337 Million
Q4 2023

Jan 16, 2024
BUY
N/A
4,293 New
4,293 $332 Million
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