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Ishares Bitcoin Tr shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 98k 40.47

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Ishares Bitcoin Tr

Millennium Management
Schonfeld Strategic Advisors
Aristeia Capital
Boothbay Fund Management
Bracebridge Capital
State of Wisconsin Investment Board
Graham Capital Management
CRCM
Rubric Capital Management
Symmetry Investments
Pinpoint Asset Management
Fortress Investment Group
OZ Management
Yong Rong
Murchinson

View all funds holding Ishares Bitcoin Tr