Kingswood Wealth Advisors »

Dell Technologies shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies 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 Dell Technologies by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 24k 118.65
2024-06-30 $2.4M 17k 137.91
2024-03-31 $763k 6.7k 114.11

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Amazon Com Incorporated Common Stock (AMZN)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Meta Platforms Incorporated Class A Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Grayscale Bitcoin Etf Exchange Traded Fund (GBTC)
Lamar Advertising Common Stock (LAMR)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Broadcom Incorporated Common Stock (AVGO)
Eli Lilly & Company Common Stock (LLY)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)

View all positions for Kingswood Wealth Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
Susquehanna International
Morgan Stanley
Citadel Advisors
State Street Corporation
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Ing Investment Management
Geode Capital Management
Goldman Sachs Group
LSV Asset Management
Jpmorgan Chase & Co
International Assets Investment Management
Point72 Asset Management

View all funds holding Dell Technologies