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Oncology Institu shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Oncology Institu (TOI) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Oncology Institu

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Oncology Institu by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 78k 3.49
2025-06-30 $132k 64k 2.05

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Oncology Institu

Vanguard Group
BlackRock
Deerfield Management Company
CenterBook Partners
Balyasny Asset Management
Kanen Wealth Management
Wexford Capital
Geode Capital Management
State Street Corporation
UBS Group
Millennium Management
TIFF Advisory Services
Renaissance Technologies
Goldman Sachs Group
Manatuck Hill Partners

View all funds holding Oncology Institu