Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,390 shares of FJUL stock, worth $512,434. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,390Holding current value
$512,434% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding FJUL
# of Institutions
145Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$24 Million0.1% of portfolio
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Envestnet Asset Management Inc469KShares$23.1 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL465KShares$22.9 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH400KShares$19.7 Million7.38% of portfolio