KWA
PPBT

Kingswood Wealth Advisors’s Purple Biotech PPBT Stock Holding History

Kingswood Wealth Advisors’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,680
Closed -$39.4K – 834
2025
Q2 		$39.4K Hold
1,680
– – ﹤0.01% 740
2025
Q1 		$44.3K Sell
1,680
-1,679
-50% -$53.7K ﹤0.01% 718
2024
Q4 		$158K Buy
+3,359
New +$129K 0.01% 752
2024
Q3 		– Sell
-1,040
Closed -$84.7K – 732
2024
Q2 		$84.7K Buy
1,040
+109
+12% +$12.6K 0.01% 645
2024
Q1 		$125K Buy
931
+55
+6% +$7.89K 0.01% 589
2023
Q4 		$137K Buy
876
+223
+34% +$49.4K 0.02% 600
2023
Q3 		$140K Buy
653
+13
+2% +$3.1K 0.02% 394
2023
Q2 		$178K Buy
+640
New +$230K 0.06% 251

Other funds holding PPBT

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return