Kingswood Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,328 shares of YJUN stock, worth $274,667. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,328
Previous 12,328 -0.0%
Holding current value
$274,667
Previous $282 Million 5.64%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$21.48 - $23.09 $264,805 - $284,653
12,328 New
12,328 $282 Million
Q1 2024

Apr 15, 2024
BUY
$20.77 - $22.2 $282,015 - $301,431
13,578 New
13,578 $301 Million
Q3 2023

Oct 23, 2023
BUY
$19.74 - $20.92 $229,753 - $243,487
11,639 New
11,639 $230 Million

Others Institutions Holding YJUN

# of Institutions
66
Shares Held
8.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCHANGE TRADED FD VI

YJUN Quotes by TradingView
  • Ticker YJUN
More about YJUN
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email