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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

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All positions including Dell Technologies held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.5M 22k 115.24
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 Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Spdr S&p 500 Etf Iv Exchange Traded Fund (SPY)
Microsoft Corp Common Stock (MSFT)
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)
Amazon.com Common Stock (AMZN)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Schwab Us Large Cap Growth Etf Exchange Traded Fund (SCHG)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Etf Exchange Traded Fund (BITX)
Ishares Core S&p 500 Etf Iv Exchange Traded Fund (IVV)
Meta Platforms Common Stock (META)
First Trust Preferred Sec Income Etf Exchange Traded Fund (FPE)
Broadcom Common Stock (AVGO)

View all positions for Kingswood Wealth Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
Susquehanna International
State Street Corporation
Capital World Investors
FMR
Jane Street
Citadel Advisors
Geode Capital Management
Bank of America Corporation
Robeco Investment Management
Jpmorgan Chase & Co
LSV Asset Management
Northern Trust
Legal & General Group

View all funds holding Dell Technologies