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Facebook Inc cl a shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Facebook Inc cl a (META) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Facebook Inc cl a

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All positions including Facebook Inc cl a held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Facebook Inc cl a by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 28k 485.60
2023-12-31 $9.9M 28k 353.96
2023-09-30 $7.4M 3.3k 2244.37
2023-06-30 $2.5M 8.6k 286.98

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 Facebook Inc cl a

Vanguard Group
Jpmorgan Chase & Co
T. Rowe Price Associates
Citadel Advisors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Wellington Management Company
Legal & General Group
Bank of New York Mellon
Millennium Management
Sanders Capital
Jennison Associates
Charles Schwab Investment Management
Nomura Holdings

View all funds holding Facebook Inc cl a