Kingswood Wealth Advisors »

Ishares Tr robotics artif shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr robotics artif (ARTY) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ishares Tr robotics artif

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr robotics artif held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr robotics artif by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $522k 11k 48.18

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Microsoft Corporation Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Amazon Com Incorporated Common Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Capital Group Growth Etf Shs Creation Unit Exchange Traded Fund (CGGR)
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)

View all positions for Kingswood Wealth Advisors

Top funds holding Ishares Tr robotics artif

Northwestern Mutual Wealth Management Company
LPL Financial
Hancock Prospecting Pty
Ameriprise Financial
Wharton Business Group
Assetmark
Rockefeller Capital Management
Advisor Group Holdings
Jones Financial Companies, L.L
UBS Group
Raymond James Financial
Brown Advisory Holdings Incorporated
HighTower Advisors
Stratos Wealth Partners
Captrust Financial Advisors

View all funds holding Ishares Tr robotics artif