Kingswood Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,342 shares of BBUS stock, worth $1.26 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

10,342

Previous 12,666 18.35%

Holding current value

$1.26 Million

Previous $1.42 Billion 11.97%

% of portfolio

0.08%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$111.77 - $121.28 $259,753 - $281,854	-2,324 Reduced 18.35%	10,342 $1.25 Billion
Q2 2025 Jul 23, 2025	BUY	$89.63 - $111.92 $34,686 - $43,313	387 Added 3.15%	12,666 $1.42 Billion
Q1 2025 Jul 25, 2025	SELL	$99.5 - $110.97 $38,506 - $42,945	-387 Reduced 3.06%	12,279 $1.24 Billion
Q1 2025 Apr 21, 2025	BUY	$99.5 - $110.97 $207,756 - $231,705	2,088 Added 20.49%	12,279 $1.24 Billion
Q4 2024 Jan 22, 2025	BUY	$102.46 - $110.17 $156,763 - $168,560	1,530 Added 17.67%	10,191 $1.08 Billion

Q3 2024 Oct 21, 2024	BUY	$93.22 - $103.58 $523,803 - $582,016	5,619 Added 184.71%	8,661 $897 Million
Q2 2024 Jul 09, 2024	BUY	$89.42 - $98.82 $272,015 - $300,610	3,042 New	3,042 $299 Million

Others Institutions Holding BBUS

# of Institutions

197

Shares Held

27.4M

Call Options Held

Put Options Held

View Full List

About J P MORGAN EXCHG-TRADED FD

Ticker BBUS
Sector ETFs
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Kingswood Wealth Advisors, LLC J P Morgan Exchg Traded Fd Transaction History