Kingswood Wealth Advisors LLC Sells 12,529 Shares of Exelon Co.

Feb 1, 2025 · The institutional investor owned 7,440 shares of the company’s stock after selling 12,529 shares during the period. Kingswood Wealth Advisors LLC’s holdings in Exelon were …

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Kingswood Wealth Advisors LLC Sells 12,529 Shares Of Exelon Co.

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Feb 1, 2025 · Kingswood Wealth Advisors LLC cut its position in shares of Exelon Co. (NASDAQ:EXC - Free Report) by 62.7% in the fourth quarter, according to the company in its …

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Kingswood Wealth Advisors LLC Sells 27,286 Shares Of JPMorgan …

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Feb 1, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 46.0% in the fourth quarter, according to the company in its most recent …

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Kingswood Wealth Advisors LLC Invests $259,000 In MetLife, Inc.

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6 days ago · Kingswood Wealth Advisors LLC acquired a new stake in MetLife, Inc. (NYSE:MET – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities …

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Kingswood Wealth Advisors LLC Sells 9,564 Shares Of IShares

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Jan 30, 2025 · Kingswood Wealth Advisors LLC reduced its stake in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 63.9% during the fourth quarter, according to the …

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Kingswood Wealth Advisors LLC Sells 303 Shares Of Equinix

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Jan 31, 2025 · Kingswood Wealth Advisors LLC lessened its stake in Equinix, Inc. (NASDAQ:EQIX - Free Report) by 39.0% during the fourth quarter, according to its most …

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Ecolab Inc. (NYSE:ECL) Shares Sold By Kingswood Wealth Advisors …

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Feb 1, 2025 · Kingswood Wealth Advisors LLC decreased its position in Ecolab Inc. (NYSE:ECL – Free Report) by 47.6% during the 4th quarter, according to its most recent disclosure with the …

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Bank Of America Co. (NYSE:BAC) Shares Sold By Kingswood …

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Jan 27, 2025 · Kingswood Wealth Advisors LLC lowered its stake in shares of Bank of America Co. (NYSE:BAC - Free Report) by 22.9% during the fourth quarter, according to the company …

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Kingswood Wealth Advisors LLC Sells 5,627 Shares Of Eaton Co. Plc …

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Jan 27, 2025 · Kingswood Wealth Advisors LLC lessened its holdings in shares of Eaton Co. plc (NYSE:ETN - Free Report) by 29.7% during the fourth quarter, according to the company in its …

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Meta Platforms, Inc. (NASDAQ:META) Shares Sold By Kingswood …

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Jan 31, 2025 · Kingswood Wealth Advisors LLC cut its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 30.1% during the 4th quarter, according to the company in …

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Wealth Enhancement Advisory Services LLC Has $7.58 ... - ETF …

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Jan 14, 2025 · Recent News. Kingswood Wealth Advisors LLC Sells 12,529 Shares of Exelon Co. (NASDAQ:EXC) Kingswood Wealth Advisors LLC Makes New Investment in iShares S&P …

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FAQs about Kingswood Wealth Advisors LLC Sells 12,529 Shares of Exelon Co. Coupon?

Does Kingswood Wealth Advisors LLC own Exelon?

Kingswood Wealth Advisors LLC’s holdings in Exelon were worth $280,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds have also made changes to their positions in the company. American National Bank & Trust lifted its stake in Exelon by 178.8% in the third quarter. ...

Does Kingswood Wealth Advisors LLC own Ecolab Inc?

Kingswood Wealth Advisors LLC decreased its position in Ecolab Inc. (NYSE:ECL – Free Report) by 47.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,274 shares of the basic materials company’s stock after selling 1,156 shares during the period. ...

Does Ashton Thomas own Exelon?

Ashton Thomas Securities LLC purchased a new stake in shares of Exelon in the 3rd quarter worth approximately $32,000. Versant Capital Management Inc boosted its stake in shares of Exelon by 56.7% during the fourth quarter. ...

Does American National Bank & Trust own Exelon?

American National Bank & Trust now owns 697 shares of the company’s stock worth $28,000 after acquiring an additional 447 shares during the period. Ashton Thomas Securities LLC purchased a new stake in shares of Exelon in the 3rd quarter worth approximately $32,000. ...

Which hedge funds have changed their positions in Exelon?

Other hedge funds have also made changes to their positions in the company. American National Bank & Trust lifted its stake in Exelon by 178.8% in the third quarter. American National Bank & Trust now owns 697 shares of the company’s stock worth $28,000 after acquiring an additional 447 shares during the period. ...

What does Exelon do?

Exelon Corporation, a utility services holding company, engages in the energy distribution and transmission businesses in the United States and Canada. The company is involved in the purchase and regulated retail sale of electricity and natural gas, transmission and distribution of electricity, and distribution of natural gas to retail customers. ...