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Kingswood Wealth Advisors LLC Invests dollar447000 in Ulta Beauty Inc NASDAQULTA
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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 …
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
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…
MarketBeat News
31-01-2025 08:53 AM
