Kingswood Wealth Advisors, LLC FEDERATED HME MDT LAR VAL ETF NAV CF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
29,100
Previous 29,100 -0.0%
Holding current value
$857 Million
Previous $805 Million 6.51%
% of portfolio
0.07%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
300 Added 1.04%
29,100 $805 Million
Q4 2024

Jan 22, 2025
BUY
N/A
28,800 New
28,800 $781 Million
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