Kingswood Wealth Advisors LLC Increases Stock Holdings in The …

3 days ago  · Kingswood Wealth Advisors LLC boosted its stake in The Western Union Company (NYSE:WU – Free Report) by 91.2% in the fourth quarter, according to the company in its …


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Kingswood Wealth Advisors LLC Increases Stock Holdings In The …

3 weeks from now

3 days ago  · Kingswood Wealth Advisors LLC boosted its stake in The Western Union Company (NYSE:WU – Free Report) by 91.2% in the fourth quarter, according to the company in its …

mayfieldrecorder.com

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Kingswood Wealth Advisors LLC Raises Holdings In The Western …

3 weeks from now

3 days ago  · Kingswood Wealth Advisors LLC increased its position in The Western Union Company (NYSE:WU - Free Report) by 91.2% in the 4th quarter, according to its most recent …

marketbeat.com

$512000
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Kingswood Wealth Advisors LLC Raises Stake In IShares ... - ETF …

3 weeks from now

2 days ago  · Kingswood Wealth Advisors LLC’s holdings in iShares S&P 500 Value ETF were worth $512,000 as of its most recent SEC filing. Several other large investors have also added …

etfdailynews.com

$1024885659
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KINGSWOOD WEALTH ADVISORS, LLC Top 13F Holdings

3 weeks from now

Kingswood Wealth Advisors is a large advisory firm with 4527 clients and discretionary assets under management (AUM) of $1,024,885,659 (Form ADV from 2024-09-06). Their last …

whalewisdom.com

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Kingswood Wealth Advisors LLC Increases Stake In Vertiv Holdings …

3 weeks from now

4 days ago  · Kingswood Wealth Advisors LLC boosted its holdings in Vertiv Holdings Co (NYSE:VRT - Free Report) by 55.9% during the 4th quarter, according to its most recent …

marketbeat.com

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Kingswood Wealth Advisors LLC Acquires 517 Shares Of IShares ...

3 weeks from now

3 days ago  · Kingswood Wealth Advisors LLC increased its holdings in shares of iShares International Select Dividend ETF (BATS:IDV – Free Report) by 2.4% during the fourth …

modernreaders.com

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Kingswood Wealth Advisors LLC Reduces Stock Holdings In The …

3 weeks from now

3 days ago  · Kingswood Wealth Advisors LLC cut its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 67.4% in the fourth quarter, according to the company in its most recent …

modernreaders.com

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Kingswood Wealth Advisors LLC Takes $389,000 Position In

3 weeks from now

1 day ago  · Kingswood Wealth Advisors LLC purchased a new position in TC Energy Co. (NYSE:TRP - Free Report) (TSE:TRP) in the 4th quarter, according to the company in its most …

marketbeat.com

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2099 74th St, North Bergen, NJ - NJPropertyRecords

3 weeks from now

2099 74TH ST, NORTH BERGEN, NJ is a 2143 sqft home sold on 04/09/2021 for $1,285,000 and is owned by NORTH BERGEN HOLDING LLC The annual taxes is $25,978.00. The total …

njpropertyrecords.com

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Kingswood Wealth Advisors LLC Reduces Stock Holdings In

3 weeks from now

5 days ago  · Kingswood Wealth Advisors LLC lessened its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 61.7% during the 4th quarter, according to its most …

marketbeat.com

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Kingswood Wealth Advisors LLC Raises Stock Holdings In Pimco …

3 weeks from now

2 days ago  · Kingswood Wealth Advisors LLC raised its position in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 8.9% in the fourth quarter, according to the company in …

etfdailynews.com

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Kingswood Wealth Advisors LLC Raises Stock Holdings In Arm …

3 weeks from now

2 days ago  · Kingswood Wealth Advisors LLC increased its stake in shares of Arm Holdings plc (NASDAQ:ARM – Free Report) by 13.0% in the fourth quarter, according to the company in its …

etfdailynews.com

FAQs about Kingswood Wealth Advisors LLC Increases Stock Holdings in The … Coupon?

Does Kingswood Wealth Advisors LLC own iShares tips bond ETF?

Kingswood Wealth Advisors LLC increased its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 24.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). ...

Did Kingswood Wealth Advisors buy Barings BDC?

Kingswood Wealth Advisors LLC bought a new position in shares of Barings BDC, Inc. (NYSE:BBDC – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 32,792 shares of the company’s stock, valued at approximately $314,000. Other institutional investors have also bought and sold shares of the company. ...

Who is Kingswood Capital Management?

The Los Angeles-based Kingswood Capital Management is buying the outdoor goods retailer through the Companies' Creditors Arrangement Act (CCAA) — legislation that allows financially troubled companies to restructure. Financial details of the transaction weren't disclosed. ...

Who are Kingswood Investment Partners?

Having grown our corporate finance business and having successfully completed a series of successful transactions, we formed Kingswood Investment Partners to provide equity and loan capital to private companies and to support the expansion or restructuring of ambitious companies in the SME sector. ...

Does Harbor Capital Advisors own Barings BDC?

Harbor Capital Advisors Inc. now owns 740,559 shares of the company’s stock worth $7,257,000 after buying an additional 442,621 shares in the last quarter. Van ECK Associates Corp grew its holdings in Barings BDC by 6.1% during the 3rd quarter. ...

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