Kingswood Wealth Advisors, LLC TIDAL TR II DEFIANCE NASDAQ 100 ENHANCED OPTIONS & 0DTE INCOME ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
11,732
Previous 5,866 100.0%
Holding current value
$362 Million
Previous $214 Million 68.86%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
N/A
5,866 Added 100.0%
11,732 $362 Million
Q3 2024

Oct 21, 2024
BUY
N/A
5,866 New
5,866 $214 Million
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