KWA
DAVE icon

Kingswood Wealth Advisors’s Dave Inc DAVE Stock Holding History

Kingswood Wealth Advisors’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$208K Buy
+775
New +$208K 0.02% 694