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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
50,161
Previous 50,824 1.3%
Holding current value
$1.61 Billion
Previous $1.59 Billion 1.09%
% of portfolio
0.13%
Previous 0.06%

Shares

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

Jul 23, 2025
SELL
N/A
-663 Reduced 1.3%
50,161 $1.61 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-5,674 Reduced 10.04%
50,824 $1.59 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
27,222 Added 92.98%
56,498 $1.74 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
29,276 New
29,276 $891 Million
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