Kingswood Wealth Advisors, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Kingswood Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	SELL	$41.9 - $44.08 $356,150 - $374,680	-8,500 Reduced 57.48%	6,287 $277 Million
Q1 2024 Apr 15, 2024	SELL	$40.1 - $42.88 $802,882 - $858,543	-20,022 Reduced 57.52%	14,787 $634 Million
Q4 2023 Jan 16, 2024	BUY	$36.42 - $40.63 $678,468 - $756,896	18,629 Added 115.14%	34,809 $1.41 Billion
Q3 2023 Oct 23, 2023	BUY	$37.33 - $39.69 $78,430 - $83,388	2,101 Added 14.92%	16,180 $605 Million
Q2 2023 Aug 09, 2023	BUY	$36.13 - $38.62 $508,674 - $543,730	14,079 New	14,079 $544 Million

152

6.26M

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