Kingswood Wealth Advisors LLC Purchases Shares of 42,000 MFA …

Jan 31, 2025 · Kingswood Wealth Advisors LLC purchased a new stake in MFA Financial, Inc. (NYSE:MFA - Free Report) in the fourth quarter, according to the company in its most recent …

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Kingswood Wealth Advisors LLC Buys 418 Shares Of ... - ETF Daily …

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Jan 31, 2025 · Kingswood Wealth Advisors LLC raised its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 36.1% during the 4th quarter, Holdings …

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Kingswood Wealth Advisors LLC Purchases 4,686 Shares Of Ball Co.

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Jan 30, 2025 · Kingswood Wealth Advisors LLC increased its stake in shares of Ball Co. (NYSE:BALL - Free Report) by 69.2% in the fourth quarter, according to the company in its …

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Kingswood U.S

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Kingswood U.S.announced the recruitment of 28 financial advisors in 2024, supervising nearly $1.4 billion in client assets. The newest members of the Kingswood U.S. network are highly …

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Kingswood Wealth Advisors LLC Has $441,000 Stock Holdings In …

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The fund owned 1,224 shares of the medical technology company’s stock after selling 1,710 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in Stryker were worth …

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Top Financial Advisors In New York, NY - SmartAsset

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BBR Partners, LLC Find an Advisor. Read Review. $28,082,600,000: $50,000,000: Financial planning; Portfolio management; Selection of other advisors (including private fund managers) …

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Kingswood Wealth Advisors LLC Cuts Stock Position In 3M

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Jan 31, 2025 · Kingswood Wealth Advisors LLC trimmed its position in 3M (NYSE:MMM - Free Report) by 57.8% during the fourth quarter, according to the company in its most recent 13F …

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Alphabet Inc. (NASDAQ:GOOG) Shares Sold By Kingswood Wealth …

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Jan 30, 2025 · Kingswood Wealth Advisors LLC cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 59.7% during the fourth quarter, according to the …

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Kingswood Wealth Advisors LLC Takes $224,000 Position In Astera …

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6 days ago · The firm purchased 1,692 shares of the company’s stock, valued at approximately $224,000. ... Kingswood Wealth Advisors LLC purchased a new position in Astera Labs, Inc. …

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FAQs about Kingswood Wealth Advisors LLC Purchases Shares of 42,000 MFA … Coupon?

Did Kingswood Wealth Advisors buy iShares convertible bond ETF?

Kingswood Wealth Advisors LLC purchased a new position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 3,158 shares of the company’s stock, valued at approximately $268,000. ...

Did Kingswood Wealth Advisors buy Astera labs?

Kingswood Wealth Advisors LLC purchased a new position in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 1,692 shares of the company’s stock, valued at approximately $224,000. ...

Did Kingswood Wealth Advisors buy DocuSign?

Kingswood Wealth Advisors LLC purchased a new position in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 5,377 shares of the company’s stock, valued at approximately $484,000. ...

Does Kingswood Wealth Advisors LLC own NetApp (ntap)?

Kingswood Wealth Advisors LLC reduced its position in NetApp, Inc. (NASDAQ:NTAP – Free Report) by 59.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,965 shares of the data storage provider’s stock after selling 4,266 shares during the period. ...

How much is Kingswood Wealth Advisors LLC worth?

Kingswood Wealth Advisors LLC’s holdings in NetApp were worth $344,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. ...

How many financial advisors did Kingswood add in 2024?

Kingswood U.S. Adds $1.4 Billion with Recruitment of 28 Fina... Kingswood U.S.announced the recruitment of 28 financial advisors in 2024, supervising ne... Newsweek partnered with Plant-A Insights Group to highlight Registered Investment Advise... We are honored to once again be included in Financial Planning's IBD Elite! We are espec... ...