Kingswood Wealth Advisors, LLC REGAN FLOATING RATE MBS Transaction History

Kingswood Wealth Advisors, LLC

  • $1.11 Trillion
  • Q2 2024
Number of Shares
34,481
Previous 29,752 15.89%
Holding current value
$874 Million
Previous $752 Million 16.16%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 09, 2024
BUY
N/A
4,729 Added 15.89%
34,481 $874 Million
Q1 2024

Apr 15, 2024
BUY
N/A
29,752 New
29,752 $752 Million
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