Kingswood Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Trad Fd Viii Cboe stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,045 shares of FOCT stock, worth $386,673. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,045
Previous 9,096
0.56%
Holding current value
$386,673
Previous $388 Million
2.99%
% of portfolio
0.01%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding FOCT
# of Institutions
128Shares Held
4.92MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL587KShares$25.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL340KShares$14.5 Million0.03% of portfolio
-
Harvest Investment Services, LLC286KShares$12.2 Million3.71% of portfolio
-
Envestnet Asset Management Inc276KShares$11.8 Million0.0% of portfolio
-
Bleakley Financial Group, LLC Fairfield, NJ268KShares$11.5 Million0.36% of portfolio