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Ishares Tr cmn shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr cmn (GOVT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ishares Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr cmn 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 Tr cmn by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 70k 22.77
2023-12-31 $2.2M 95k 23.04
2023-09-30 $2.0M 20k 103.75

More positions owned by Kingswood Wealth Advisors

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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 Tr cmn

Bank of America Corporation
LPL Financial
FMR
Branch Banking & Trust Company
Envestnet Asset Management
Hanson McClain Advisors
Pnc Financial Services
Morgan Stanley
Assetmark
Charles Schwab Investment Management
BlackRock
Fund Evaluation Group
Peavine Capital Management
Prime Capital Investment Advisors
Mutual Advisors

View all funds holding Ishares Tr cmn