Kingswood Wealth Advisors, LLC First Trust Nasdaq Technology Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 27,771 shares of TDIV stock, worth $2.29 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
27,771
Previous 13,465
106.25%
Holding current value
$2.29 Million
Previous $1.08 Billion
101.42%
% of portfolio
0.16%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding TDIV
# of Institutions
338Shares Held
20.8MCall Options Held
7.9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.26MShares$187 Million0.08% of portfolio
-
Morgan Stanley New York, NY2.08MShares$171 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.75MShares$145 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$98.1 Million0.01% of portfolio
-
Ubs Group Ag1.02MShares$84.6 Million0.02% of portfolio