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

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
5,789
Previous 5,817 0.48%
Holding current value
$226 Million
Previous $214 Million 5.46%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jul 23, 2025
SELL
N/A
-28 Reduced 0.48%
5,789 $226 Million
Q1 2025

Jul 25, 2025
BUY
N/A
28 Added 0.48%
5,817 $214 Million
Q1 2025

Apr 21, 2025
BUY
N/A
5,817 New
5,817 $214 Million
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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