Kingswood Wealth Advisors, LLC FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
20,995
Previous 6,555 220.29%
Holding current value
$822 Million
Previous $238 Million 245.29%
% of portfolio
0.06%
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
14,440 Added 220.29%
20,995 $822 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-5,082 Reduced 43.67%
6,555 $238 Million
Q4 2024

Jan 22, 2025
BUY
N/A
11,637 New
11,637 $429 Million
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