Kingswood Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,146 shares of FJUN stock, worth $361,587. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,146
Previous 4,700
52.04%
Holding current value
$361,587
Previous $227 Million
58.26%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FJUN
# of Institutions
130Shares Held
5.19MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc373KShares$18.9 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ370KShares$18.7 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC329KShares$16.7 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL270KShares$13.7 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH242KShares$12.2 Million4.69% of portfolio