Kingswood Wealth Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 766
- Total Value
- 2616739400
- Accession Number
- 0001987855-25-000002
- Form Type
- 13F-HR
- CIK
- 0001987855
- Manager Name
- Kingswood Wealth Advisors, LLC
Data Enrichment
67% identified515 identified251 unidentified
Holdings
766 positions
Manager:
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Page 39 of 39
74638P208
Shares:
16797(-50.0%)
Value:
$44.3M(-71.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $46.8K | YoY NEW(+$46.8K) | |
(cusip74638P208)✕ | 16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $44.3K | YoY NEW(+$44.3K) |
Smart Sand, Inc.(SNDcusip83191H107) | 11.0K | All Managers (Combined) | $28.5K | ||
Vaxart, Inc.(VXRTcusip92243A200) | 20.0K | All Managers (Combined) | $7.8K | ||
12.0K | QoQ 0.00% (-0)YoY NEW(+12.0K) | All Managers (Combined) | $5.4K | YoY NEW(+$5.4K) | |
10.8K | QoQ 0.00% (-0) | All Managers (Combined) | $5.3K |