KWA
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Kingswood Wealth Advisors’s State Street STT Stock Holding History

Kingswood Wealth Advisors’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.56M Hold
14,625
– – 0.12% 179
2025
Q1 		$1.31M Buy
14,625
+100
+0.7% +$8.95K 0.12% 203
2024
Q4 		$1.43M Buy
14,525
+50
+0.3% +$4.91K 0.11% 203
2024
Q3 		$1.28M Buy
+14,475
New +$1.28M 0.09% 245