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Healthcare Tr shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Healthcare Tr (HLTC) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Healthcare Tr

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

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Quarterly reported holdings in Healthcare Tr by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $223k 16k 14.00
2023-12-31 $220k 16k 14.00

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View all positions for Kingswood Wealth Advisors

Top funds holding Healthcare Tr

Financial Gravity Wealth
Kingswood Wealth Advisors
Cassady Schiller Wealth Management

View all funds holding Healthcare Tr