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Image about Kingswood Wealth Advisors LLC Sells 1,343 Shares of Dominion Energy, Inc. (NYSE:D)

Kingswood Wealth Advisors LLC Sells 1,343 Shares of Dominion Energy, Inc. (NYSE:D)

Kingswood Wealth Advisors LLC trimmed its position in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 16.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Kingswood Wealth Advisors LLC Acquires 353 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)

Kingswood Wealth Advisors LLC Acquires 353 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)

Kingswood Wealth Advisors LLC boosted its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 30.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New Investment in ProShares Ultra Russell2000 (NYSEARCA:UWM)

Kingswood Wealth Advisors LLC Makes New Investment in ProShares Ultra Russell2000 (NYSEARCA:UWM)

Kingswood Wealth Advisors LLC acquired a new position in ProShares Ultra Russell2000 (NYSEARCA:UWM – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 8,592 shares of the company’s stock, valued... More of this article »
Image about Kingswood Wealth Advisors LLC Buys New Position in Paychex, Inc. (NASDAQ:PAYX)

Kingswood Wealth Advisors LLC Buys New Position in Paychex, Inc. (NASDAQ:PAYX)

Kingswood Wealth Advisors LLC purchased a new position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 2,668 shares of the business services... More of this article »
Image about Kingswood Wealth Advisors LLC Sells 14,137 Shares of PPL Co. (NYSE:PPL)

Kingswood Wealth Advisors LLC Sells 14,137 Shares of PPL Co. (NYSE:PPL)

Kingswood Wealth Advisors LLC lowered its holdings in shares of PPL Co. (NYSE:PPL – Free Report) by 54.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,940 shares of the utilities... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New Investment in iShares U.S. Infrastructure ETF (BATS:IFRA)

Kingswood Wealth Advisors LLC Makes New Investment in iShares U.S. Infrastructure ETF (BATS:IFRA)

Kingswood Wealth Advisors LLC bought a new position in iShares U.S. Infrastructure ETF (BATS:IFRA – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 7,912 shares of the... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New $317,000 Investment in Best Buy Co., Inc. (NYSE:BBY)

Kingswood Wealth Advisors LLC Makes New $317,000 Investment in Best Buy Co., Inc. (NYSE:BBY)

Kingswood Wealth Advisors LLC purchased a new position in Best Buy Co., Inc. (NYSE:BBY – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 4,046 shares of the technology... More of this article »
Image about Kingswood Wealth Advisors LLC Makes New $316,000 Investment in Baxter International Inc. (NYSE:BAX)

Kingswood Wealth Advisors LLC Makes New $316,000 Investment in Baxter International Inc. (NYSE:BAX)

Kingswood Wealth Advisors LLC acquired a new position in Baxter International Inc. (NYSE:BAX – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 8,180 shares of the medical... More of this article »
Image about Kingswood Wealth Advisors LLC Invests $316,000 in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)

Kingswood Wealth Advisors LLC Invests $316,000 in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)

Kingswood Wealth Advisors LLC bought a new position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
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 »