Kingswood Wealth Advisors LLC Sells 4,956 Shares of ... - MarketBeat

Jan 27, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 53.0% in the 4th quarter, according to the company in its …

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Kingswood Wealth Advisors LLC Sells 4,956 Shares Of ... - MarketBeat

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Jan 27, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 53.0% in the 4th quarter, according to the company in its …

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Kingswood Wealth Advisors LLC Sells 4,956 Shares Of Netflix, Inc ...

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Jan 27, 2025 · Kingswood Wealth Advisors LLC lessened its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 53.0% during the fourth quarter, according to the company …

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Kingswood Wealth Advisors LLC Sells 23,672 Shares Of

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4 days ago · Kingswood Wealth Advisors LLC trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 28.5% in the fourth quarter, according to the company in …

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

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6 days ago · 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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6 days ago · Kingswood Wealth Advisors LLC trimmed its holdings in shares of JPMorgan Chase & Co. by 46.0% in the fourth quarter, according to the company in its most recent Form 13F …

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Kingswood Wealth Advisors LLC Sells 1,166 Shares Of Becton

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6 days ago · Kingswood Wealth Advisors LLC lowered its stake in shares of Becton, Dickinson and Company (NYSE:BDX - Free Report) by 50.4% during the 4th quarter, according to its …

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Kingswood Wealth Advisors LLC Sells 1,428 Shares Of M&T

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Jan 31, 2025 · Kingswood Wealth Advisors LLC cut its holdings in shares of M&T Bank Co. (NYSE:MTB - Free Report) by 41.8% during the fourth quarter, according to the company in its …

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Kingswood Wealth Advisors LLC Sells 4,266 Shares Of NetApp, Inc ...

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6 days ago · Kingswood Wealth Advisors LLC reduced its position in NetApp, Inc. (NASDAQ:NTAP – Free Report) by 59.0% during the fourth quarter, Holdings Channel.com …

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Kingswood Wealth Advisors LLC Sells 1,956 Shares Of ... - MarketBeat

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Jan 29, 2025 · Kingswood Wealth Advisors LLC lessened its stake in shares of Cummins Inc. (NYSE:CMI - Free Report) by 41.7% in the fourth quarter, according to the company in its …

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

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6 days ago · 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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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; ... (CFAs) and one MBA. Certain advisors at the firm also sell insurance …

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Kingswood Wealth Advisors LLC Takes $512,000 Position In

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Jan 31, 2025 · Kingswood Wealth Advisors LLC bought a new stake in shares of Welltower Inc. (NYSE:WELL - Free Report) in the fourth quarter, according to its most recent Form 13F filing …

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Norfolk Southern Co. (NYSE:NSC) Shares Sold By Kingswood …

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6 days ago · Kingswood Wealth Advisors LLC decreased its holdings in Norfolk Southern Co. (NYSE:NSC - Free Report) by 64.1% in the 4th quarter, according to the company in its most …

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Kingswood Wealth Advisors LLC Sells 96,654 Shares Of AT&T

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Jan 29, 2025 · Kingswood Wealth Advisors LLC decreased its stake in AT&T Inc. (NYSE:T - Free Report) by 68.6% during the fourth quarter, according to its most recent filing with the …

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Kingswood Wealth Advisors LLC Has $245,000 Stake In MARA

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6 days ago · Kingswood Wealth Advisors LLC decreased its stake in shares of MARA Holdings, Inc. (NASDAQ:MARA - Free Report) by 74.8% during the 4th quarter, according to the …

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Kingswood Wealth Advisors LLC Sells 4,389 Shares Of ... - MarketBeat

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Jan 27, 2025 · Kingswood Wealth Advisors LLC lessened its stake in shares of Mastercard Incorporated (NYSE:MA - Free Report) by 43.0% in the 4th quarter, according to its most …

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Kingswood Wealth Advisors LLC Sells 1,023 Shares Of ... - MarketBeat

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Jan 29, 2025 · Kingswood Wealth Advisors LLC reduced its position in shares of Illinois Tool Works Inc. (NYSE:ITW - Free Report) by 25.0% during the fourth quarter, according to its …

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FAQs about Kingswood Wealth Advisors LLC Sells 4,956 Shares of ... - MarketBeat Coupon?

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 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. ...

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. ...

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...

Who owns circle wealth management?

Managing partner Maria L. Kattan-Chrin founded Circle Wealth Management in 2006, though the firm didn't register with the SEC until 2007. Kattan-Chrin is also the principal owner of the firm and she has decades of experience within the private wealth management and financial services industries. ...