Kingswood Wealth Advisors, LLC Spdr S&P Software & Services E Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,387 shares of XSW stock, worth $462,505. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,387
Previous 2,684 11.07%
Holding current value
$462,505
Previous $431 Million 4.58%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 22, 2025
SELL
$156.76 - $204.72 $46,557 - $60,801
-297 Reduced 11.07%
2,387 $451 Million
Q2 2024

Jul 09, 2024
BUY
$141.27 - $154.95 $379,168 - $415,885
2,684 New
2,684 $406 Million

Others Institutions Holding XSW

# of Institutions
98
Shares Held
1.17M
Call Options Held
2K
Put Options Held
2K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
  • Industry ETFs
More about XSW
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