Kingswood Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,617 shares of FV stock, worth $223,711. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,617
Previous 12,270
70.52%
Holding current value
$223,711
Previous $715 Million
70.12%
% of portfolio
0.02%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
336Shares Held
45.5MCall Options Held
4.6KPut Options Held
0-
Morgan Stanley New York, NY6.88MShares$425 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.19MShares$259 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$256 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.81MShares$174 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$165 Million0.06% of portfolio