Kingswood Wealth Advisors, LLC ISHARES BITCOIN TRUST ETF SHS BEN INT Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Number of Shares
104,580
Previous 102,738 1.79%
Holding current value
$6.8 Billion
Previous $6.29 Billion 8.1%
% of portfolio
0.41%
Previous 0.5%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
1,842 Added 1.79%
104,580 $6.8 Billion
Q2 2025

Jul 23, 2025
SELL
N/A
-22,028 Reduced 17.66%
102,738 $6.29 Billion
Q1 2025

Jul 25, 2025
SELL
N/A
-2,136 Reduced 2.08%
100,602 $4.71 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
25,319 Added 25.46%
124,766 $5.88 Billion
Q4 2024

Jan 22, 2025
SELL
N/A
-1,741 Reduced 1.72%
99,447 $5.28 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
5,505 Added 5.75%
101,188 $3.66 Billion
Q2 2024

Jul 09, 2024
SELL
N/A
-2,728 Reduced 2.77%
95,683 $3.27 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
98,411 New
98,411 $3.98 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.

Choose your preferred platform and Sign Up 👇 Telegram Email