KINGSWOOD WEALTH ADVISORS, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $278,198 | 4,278 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $341,568 | 5,337 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $347,305 | 5,337 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $367,069 | 5,691 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $880,966 | 11,382 | Shares | Sole | 2025-01-22 |