Kingswood Wealth Advisors, LLC First Tr ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,566 shares of QJUN stock, worth $226,570. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,566

Holding current value

$226,570

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$26.78 - $28.75 $229,397 - $246,272	8,566 New	8,566 $240 Million

Others Institutions Holding QJUN

# of Institutions

120

Shares Held

7.55M

Call Options Held

Put Options Held

Truist Financial Corp

461K
Shares

$12.2 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

459K
Shares

$12.1 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

373K
Shares

$9.86 Million
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

334K
Shares

$8.83 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$8.11 Million
0.01% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

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Kingswood Wealth Advisors, LLC First Tr ETF Transaction History