Kingswood Wealth Advisors, LLC CAVA GROUP INCORPORATED Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
3,965
Previous 3,559 11.41%
Holding current value
$334 Million
Previous $308 Million 8.44%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Jul 23, 2025
BUY
N/A
406 Added 11.41%
3,965 $334 Million
Q1 2025

Apr 21, 2025
BUY
N/A
1,253 Added 54.34%
3,559 $308 Million
Q4 2024

Jan 22, 2025
BUY
N/A
2,306 New
2,306 $260 Million
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