Kingswood Wealth Advisors, LLC JPMORGAN EQUITY FOCUS ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
4,747
Previous 6,607 28.15%
Holding current value
$333 Million
Previous $421 Million 20.84%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
N/A
-1,860 Reduced 28.15%
4,747 $333 Million
Q1 2025

Jul 25, 2025
BUY
N/A
1,860 Added 39.18%
6,607 $421 Million
Q1 2025

Apr 21, 2025
BUY
N/A
6,607 New
6,607 $421 Million
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