Kingswood Wealth Advisors, LLC FT Vest U.S. Small Cap Moderate Buffer ETF - November Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
14,130
Previous 15,830 10.74%
Holding current value
$326 Million
Previous $349 Million 6.53%
% 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
SELL
N/A
-1,700 Reduced 10.74%
14,130 $326 Million
Q1 2025

Jul 25, 2025
BUY
N/A
1,700 Added 12.03%
15,830 $349 Million
Q1 2025

Apr 21, 2025
BUY
N/A
15,830 New
15,830 $349 Million
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