Business

Kingswood Wealth Advisors LLC Buys Shares of 14,920 Schwab Fundamental International Small Cap Company Index ETF (NYSEARCA:FNDC)

Kingswood Wealth Advisors LLC bought a new stake in Schwab Fundamental International Small Cap Company Index ETF (NYSEARCA:FNDC – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 14,920 shares of the company’s sto…

Kingswood Wealth Advisors LLC Purchases 157 Shares of Applied Industrial Technologies, Inc. (NYSE:AIT)

Kingswood Wealth Advisors LLC lifted its position in Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) by 7.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,139 shares of…

Kingswood Wealth Advisors LLC Purchases New Position in Williams-Sonoma, Inc. (NYSE:WSM)

Kingswood Wealth Advisors LLC acquired a new stake in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 2,608 shares of the specialty retailer’s stock, valued at approximately $483,000. Seve…

Kingswood Wealth Advisors LLC Invests $371,000 in Take-Two Interactive Software, Inc. (NASDAQ:TTWO)

Kingswood Wealth Advisors LLC purchased a new stake in Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The in…

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

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 Securities and Exchange Commission. The fund owned 21,964 shares of the financial services …

Kingswood Wealth Advisors LLC Invests $447,000 in Ulta Beauty, Inc. (NASDAQ:ULTA)

Kingswood Wealth Advisors LLC bought a new position in shares of Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 1,027 shares of the specialty reta…

Kingswood Wealth Advisors LLC Acquires Shares of 7,500 The Magnificent Seven ETF (NASDAQ:MAGS)

Kingswood Wealth Advisors LLC acquired a new stake in shares of The Magnificent Seven ETF (NASDAQ:MAGS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional i…

Kingswood Wealth Advisors LLC Invests $458,000 in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

Kingswood Wealth Advisors LLC acquired a new stake in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 1…

Kingswood Wealth Advisors LLC Makes New Investment in BlackRock Health Sciences Term Trust (NYSE:BMEZ)

Kingswood Wealth Advisors LLC acquired a new stake in BlackRock Health Sciences Term Trust (NYSE:BMEZ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquire…

Kingswood Wealth Advisors LLC Increases Stock Holdings in Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD)

Kingswood Wealth Advisors LLC increased its holdings in shares of Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD – Free Report) by 42.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institu…

Kingswood Wealth Advisors LLC Reduces Position in Chubb Limited (NYSE:CB)

Kingswood Wealth Advisors LLC trimmed its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 81.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,628 shares of the financial se…

Kingswood Wealth Advisors LLC Makes New $375,000 Investment in Golub Capital BDC, Inc. (NASDAQ:GBDC)

Kingswood Wealth Advisors LLC purchased a new position in Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional inves…

Sysco Co. (NYSE:SYY) Shares Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC grew its position in Sysco Co. (NYSE:SYY – Free Report) by 118.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,307 shares of the company’s stock afte…

Pentair plc (NYSE:PNR) Shares Acquired by PFG Investments LLC

PFG Investments LLC raised its holdings in shares of Pentair plc (NYSE:PNR – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,813 share…

PFG Investments LLC Sells 553 Shares of SPDR S&P International Dividend ETF (NYSEARCA:DWX)

PFG Investments LLC reduced its holdings in SPDR S&P International Dividend ETF (NYSEARCA:DWX – Free Report) by 5.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,39…

Mitek Systems, Inc. (NASDAQ:MITK) Shares Sold by PFG Investments LLC

PFG Investments LLC trimmed its stake in shares of Mitek Systems, Inc. (NASDAQ:MITK – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,800 sha…

PFG Investments LLC Sells 1,604 Shares of Canadian Natural Resources Limited (NYSE:CNQ)

PFG Investments LLC reduced its holdings in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 12.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned …

Texas Pacific Land Co. (NYSE:TPL) Shares Sold by PFG Investments LLC

PFG Investments LLC decreased its position in shares of Texas Pacific Land Co. (NYSE:TPL – Free Report) by 8.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 353 shar…

PFG Investments LLC Acquires New Shares in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)

PFG Investments LLC bought a new position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,721 s…

Kingswood Wealth Advisors LLC Raises Stock Holdings in Arm Holdings plc (NASDAQ:ARM)

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 most recent 13F filing with the Securities and Exchange Commission. The institutional in…