KINGSWOOD WEALTH ADVISORS, LLC
CIK
0001987855
City
SAN DIEGO
State / Country
CA
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $402,103 | 14,099 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $378,755 | 13,793 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $367,588 | 13,887 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $395,888 | 16,669 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $811,067 | 29,984 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $359,090 | 14,295 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $450,311 | 17,955 | Shares | Sole | 2024-07-09 |
| 2024-03-31 | $352,661 | 14,609 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $348,245 | 15,043 | Shares | Sole | 2024-01-16 |
| 2023-06-30 | $343,236 | 13,768 | Shares | Sole | 2023-08-09 |