Kingswood Wealth Advisors, LLC REGAN FLTG RATE MBS ETF VALUED ADVISERS TR Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
29,090
Previous 32,836 11.41%
Holding current value
$742 Million
Previous $836 Million 11.18%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Jul 23, 2025
SELL
N/A
-3,746 Reduced 11.41%
29,090 $742 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-2,016 Reduced 5.78%
32,836 $836 Million
Q4 2024

Jan 22, 2025
BUY
N/A
391 Added 1.13%
34,852 $885 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-20 Reduced 0.06%
34,461 $883 Million
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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