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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
124,766
Previous 99,447 25.46%
Holding current value
$5.88 Billion
Previous $5.28 Billion 11.48%
% of portfolio
0.22%
Previous 0.4%

Shares

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