Kingswood Wealth Advisors, LLC First Tr Ex Trad Fd Viii Cboe Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 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 5,945 shares of FOCT stock, worth $274,659. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,945
Previous 9,045
34.27%
Holding current value
$274,659
Previous $376 Million
29.25%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FOCT
# of Institutions
130Shares Held
5.75MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc717KShares$33.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL587KShares$27.1 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL484KShares$22.4 Million0.04% of portfolio
-
Harvest Investment Services, LLC286KShares$13.2 Million3.71% of portfolio
-
Bleakley Financial Group, LLC Fairfield, NJ258KShares$11.9 Million0.29% of portfolio