Kingswood Wealth Advisors LLC Has $1.68 Million Stake in The …

Jan 28, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 27.4% during the fourth quarter, according to the …

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Kingswood Wealth Advisors LLC Has $1.68 Million Stake In The …

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Jan 28, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in The Walt Disney Company (NYSE:DIS - Free Report) by 27.4% during the fourth quarter, according to the …

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Kingswood Wealth Advisors LLC Sells 5,676 Shares Of The Walt …

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Jan 28, 2025 · Kingswood Wealth Advisors LLC decreased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 27.4% during the fourth quarter, …

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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 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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KeyCorp (NYSE:KEY) Shares Sold By Kingswood Wealth Advisors LLC

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Jan 31, 2025 · Kingswood Wealth Advisors LLC trimmed its holdings in KeyCorp (NYSE:KEY – Free Report) by 38.7% in the fourth quarter, according to its most recent 13F filing with the …

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Kingswood Wealth Advisors LLC Reduces Stock Position In …

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Jan 28, 2025 · Kingswood Wealth Advisors LLC lowered its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 11.6% in the 4th quarter, according to its most …

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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 7,106 Shares Of ... - MarketBeat

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Jan 28, 2025 · Kingswood Wealth Advisors LLC lessened its holdings in PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 34.6% in the 4th 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 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 4,601 Shares Of Intuit

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Jan 31, 2025 · Kingswood Wealth Advisors LLC trimmed its stake in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 87.8% during the 4th quarter, according to the company in …

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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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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Phillips 66 (NYSE:PSX) Shares Sold By Kingswood Wealth Advisors …

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5 days ago · Kingswood Wealth Advisors LLC trimmed its holdings in shares of Phillips 66 (NYSE:PSX – Free Report) by 67.8% during the fourth quarter, Holdings Channel reports. The …

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Kingswood Wealth Advisors LLC Buys 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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FAQs about Kingswood Wealth Advisors LLC Has $1.68 Million Stake in The … Coupon?

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 Phillips 66?

Kingswood Wealth Advisors LLC’s holdings in Phillips 66 were worth $268,000 as of its most recent SEC filing. Several other institutional investors have also modified their holdings of PSX. nVerses Capital LLC acquired a new stake in Phillips 66 during the 3rd quarter valued at approximately $26,000. ...

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. ...

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. ...