Kingswood Wealth Advisors, LLC GE VERNOVA INC Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
2,482
Previous 8,934 72.22%
Holding current value
$817 Million
Previous $2.28 Billion 64.14%
% of portfolio
0.06%
Previous 0.16%

Shares

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

Jan 22, 2025
SELL
N/A
-6,452 Reduced 72.22%
2,482 $817 Million
Q3 2024

Oct 21, 2024
BUY
N/A
460 Added 5.43%
8,934 $2.28 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
8,474 New
8,474 $1.45 Billion
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