Kingswood Wealth Advisors, LLC BLACKROCK ETF TRUST II ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
13,425
Previous 15,669 14.32%
Holding current value
$709 Million
Previous $819 Million 13.42%
% of portfolio
0.06%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-2,244 Reduced 14.32%
13,425 $709 Million
Q1 2025

Apr 21, 2025
BUY
N/A
8,196 Added 109.67%
15,669 $819 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,473 New
7,473 $389 Million
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