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Strategy Shs ns 7handl idx shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Strategy Shs ns 7handl idx (HNDL) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Strategy Shs ns 7handl idx

Tip: Access up to 7 years of quarterly data

All positions including Strategy Shs ns 7handl idx held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs ns 7handl idx by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 18k 21.21
2023-12-31 $385k 19k 20.68
2023-06-30 $378k 19k 20.33

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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 Strategy Shs ns 7handl idx

Cambridge Investment Research Advisors
Berger Financial Group
Kades & Cheifetz
Advisor Group Holdings
Harbour Investments
Spire Wealth Management
Private Advisor
RFG Advisory
Atria Wealth Solutions
Commonwealth Equity Services
Apollon Wealth Management
Creative Planning
Accel Wealth Management
Jane Street
OxenFree Capital

View all funds holding Strategy Shs ns 7handl idx