Kingswood Wealth Advisors, LLC FIDELITY WISE ORIGIN BITCOIN FUND Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
90,931
Previous 84,215 7.97%
Holding current value
$8.55 Billion
Previous $6.06 Billion 41.01%
% of portfolio
0.67%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
6,716 Added 7.97%
90,931 $8.55 Billion
Q1 2025

Jul 25, 2025
SELL
N/A
-6,716 Reduced 7.39%
84,215 $6.06 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
2,606 Added 3.19%
84,215 $6.06 Billion
Q4 2024

Jan 22, 2025
SELL
N/A
-24,359 Reduced 22.99%
81,609 $6.66 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
5,052 Added 5.01%
105,968 $5.88 Billion
Q2 2024

Jul 09, 2024
BUY
N/A
27,765 Added 37.96%
100,916 $5.29 Billion
Q1 2024

Apr 15, 2024
BUY
N/A
73,151 New
73,151 $4.54 Billion
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