Kingswood Wealth Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,000 shares of FDEC stock, worth $396,540. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,000
Previous 10,748
16.26%
Holding current value
$396,540
Previous $457 Million
14.02%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FDEC
# of Institutions
136Shares Held
8.18MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA983KShares$43.3 Million0.01% of portfolio
-
American Portfolios Advisors Holbrook, NY849KShares$37.4 Million1.07% of portfolio
-
Envestnet Asset Management Inc592KShares$26.1 Million0.01% of portfolio
-
Sigma Planning Corp Ann Arbor, MI548KShares$24.1 Million0.74% of portfolio
-
Astor Investment Management LLC468KShares$20.6 Million10.56% of portfolio