Kingswood Wealth Advisors, LLC FT VEST US EQTY MOD BUFR Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024
Number of Shares
9,550
Previous 6,476 47.47%
Holding current value
$338 Million
Previous $223 Million 51.71%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
BUY
N/A
3,074 Added 47.47%
9,550 $338 Million
Q1 2024

Apr 15, 2024
BUY
N/A
6,476 New
6,476 $223 Million
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