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Image about Kingswood Wealth Advisors LLC Invests $314,000 in Alerian MLP ETF (NYSEARCA:AMLP)

Kingswood Wealth Advisors LLC Invests $314,000 in Alerian MLP ETF (NYSEARCA:AMLP)

Kingswood Wealth Advisors LLC acquired a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 7,390 shares of the exchange traded fund’s... More of this article »
Image about 17,600 Shares in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI) Purchased by Kingswood Wealth Advisors LLC

17,600 Shares in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI) Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC bought a new position in First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 17,600 shares... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New Investment in Amplify YieldShares CWP Dividend & Option Income ETF (NYSEARCA:DIVO)

Kingswood Wealth Advisors LLC Makes New Investment in Amplify YieldShares CWP Dividend & Option Income ETF (NYSEARCA:DIVO)

Kingswood Wealth Advisors LLC acquired a new position in shares of Amplify YieldShares CWP Dividend & Option Income ETF (NYSEARCA:DIVO – Free Report) in the fourth quarter, according to its most recent 13F filing with the... More of this article »
Image about Kingswood Wealth Advisors LLC Sells 8,844 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Kingswood Wealth Advisors LLC Sells 8,844 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Kingswood Wealth Advisors LLC decreased its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 69.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 3,851 shares of the company’s... More of this article »
Image about Kingswood Wealth Advisors LLC Takes Position in FT Vest Fund of Buffer ETFs (BATS:BUFR)

Kingswood Wealth Advisors LLC Takes Position in FT Vest Fund of Buffer ETFs (BATS:BUFR)

Kingswood Wealth Advisors LLC bought a new position in FT Vest Fund of Buffer ETFs (BATS:BUFR – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 11,664... More of this article »
Image about Kingswood Wealth Advisors LLC Has $307,000 Stock Holdings in Caesars Entertainment, Inc. (NASDAQ:CZR)

Kingswood Wealth Advisors LLC Has $307,000 Stock Holdings in Caesars Entertainment, Inc. (NASDAQ:CZR)

Kingswood Wealth Advisors LLC cut its holdings in Caesars Entertainment, Inc. (NASDAQ:CZR – Free Report) by 18.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,541 shares of the company’s... More of this article »
Image about Kingswood Wealth Advisors LLC Sells 1,466 Shares of Quest Diagnostics Incorporated (NYSE:DGX)

Kingswood Wealth Advisors LLC Sells 1,466 Shares of Quest Diagnostics Incorporated (NYSE:DGX)

Kingswood Wealth Advisors LLC decreased its holdings in Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 39.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image about Kingswood Wealth Advisors LLC Reduces Holdings in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Kingswood Wealth Advisors LLC Reduces Holdings in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Kingswood Wealth Advisors LLC lessened its position in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Free Report) by 16.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image about Kingswood Wealth Advisors LLC Invests $287,000 in D.R. Horton, Inc. (NYSE:DHI)

Kingswood Wealth Advisors LLC Invests $287,000 in D.R. Horton, Inc. (NYSE:DHI)

Kingswood Wealth Advisors LLC purchased a new position in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image about Assenagon Asset Management S.A. Reduces Stake in Arthur J. Gallagher & Co. (NYSE:AJG)

Assenagon Asset Management S.A. Reduces Stake in Arthur J. Gallagher & Co. (NYSE:AJG)

Assenagon Asset Management S.A. lowered its position in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 72.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image about Kingswood Wealth Advisors LLC Buys New Stake in Delta Air Lines, Inc. (NYSE:DAL)

Kingswood Wealth Advisors LLC Buys New Stake in Delta Air Lines, Inc. (NYSE:DAL)

Kingswood Wealth Advisors LLC bought a new stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 7,223 shares of the transportation company’s stock,... More of this article »
Image about Kingswood Wealth Advisors LLC Takes $294,000 Position in Upstart Holdings, Inc. (NASDAQ:UPST)

Kingswood Wealth Advisors LLC Takes $294,000 Position in Upstart Holdings, Inc. (NASDAQ:UPST)

Kingswood Wealth Advisors LLC purchased a new stake in shares of Upstart Holdings, Inc. (NASDAQ:UPST – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about 3,289 Shares in Eastman Chemical (NYSE:EMN) Purchased by Kingswood Wealth Advisors LLC

3,289 Shares in Eastman Chemical (NYSE:EMN) Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC acquired a new position in shares of Eastman Chemical (NYSE:EMN – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 3,289 shares of the basic materials company’s... More of this article »
Image about Assenagon Asset Management S.A. Has $15.94 Million Position in Okta, Inc. (NASDAQ:OKTA)

Assenagon Asset Management S.A. Has $15.94 Million Position in Okta, Inc. (NASDAQ:OKTA)

Assenagon Asset Management S.A. boosted its position in Okta, Inc. (NASDAQ:OKTA – Free Report) by 2,721.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image about Kingswood Wealth Advisors LLC Purchases New Position in Vanguard Total International Bond ETF (NASDAQ:BNDX)

Kingswood Wealth Advisors LLC Purchases New Position in Vanguard Total International Bond ETF (NASDAQ:BNDX)

Kingswood Wealth Advisors LLC purchased a new stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) during the 4th quarter, HoldingsChannel reports. The fund purchased 5,848 shares of the company’s... More of this article »