Kingswood Wealth Advisors »

Bny Mellon Alcentra Global Cr shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Bny Mellon Alcentra Global Cr (DCF) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Bny Mellon Alcentra Global Cr

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon Alcentra Global Cr 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 Bny Mellon Alcentra Global Cr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 46k 8.61

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Bny Mellon Alcentra Global Cr

Heron Bay Capital Management
Janney Montgomery Scott
Thomas J. Herzfeld Advisors
Wells Fargo & Company
Advisor Group Holdings
Raymond James & Associates
Stifel Financial
Brooklyn Capital Management
HPM Partners
Almitas Capital
UBS Group
Rsm Us Wealth Management
Kingswood Wealth Advisors
Virtus ETF Advisers
Royal Bank of Canada

View all funds holding Bny Mellon Alcentra Global Cr