Kingswood Wealth Advisors, LLC JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
13,574
Previous 13,659 0.62%
Holding current value
$849 Million
Previous $815 Million 4.21%
% of portfolio
0.07%
Previous 0.03%

Shares

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

Jul 23, 2025
SELL
N/A
-85 Reduced 0.62%
13,574 $849 Million
Q1 2025

Apr 21, 2025
BUY
N/A
6,071 Added 80.01%
13,659 $815 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,588 New
7,588 $471 Million
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