Kingswood Wealth Advisors, LLC CIM REAL ESTATE FIN TR INCORPORATED REIT Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
109,961
Holding current value
$574 Million
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
N/A
109,961 New
109,961 $574 Million
Q4 2023

Jan 16, 2024
BUY
N/A
7,500 Added 73.85%
17,656 $111 Million
Q3 2023

Oct 23, 2023
SELL
N/A
-7,499 Reduced 42.48%
10,156 $66.7 Million
Q2 2023

Aug 09, 2023
BUY
N/A
17,655 New
17,655 $116 Million
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