Kingswood Wealth Advisors, LLC Zacks Tr Earnings Constant Por Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,568 shares of ZECP stock, worth $458,746. This represents 0.03% of its overall portfolio holdings.
Number of Shares
14,568
Previous 15,389
5.33%
Holding current value
$458,746
Previous $475 Million
6.51%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding ZECP
# of Institutions
37Shares Held
4.15MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.13MShares$35.6 Million23.88% of portfolio
-
Advisory Services Network, LLC741KShares$23.3 Million0.47% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$15.4 Million2.8% of portfolio
-
Axxcess Wealth Management, LLC Carlsbad, CA277KShares$8.71 Million0.22% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL259KShares$8.15 Million0.68% of portfolio