Kingswood Wealth Advisors, LLC FEDERATED HME MDT LAR GRW ETF NAV CF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
19,681
Previous 19,801 0.61%
Holding current value
$508 Million
Previous $561 Million 9.45%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Apr 21, 2025
SELL
N/A
-120 Reduced 0.61%
19,681 $508 Million
Q4 2024

Jan 22, 2025
BUY
N/A
19,801 New
19,801 $561 Million
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