Kingswood Wealth Advisors, LLC FIRST TRUST BLMRG ARTIF INTEL ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
15,370
Previous 14,166 8.5%
Holding current value
$541 Million
Previous $382 Million 41.77%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Jul 23, 2025
BUY
N/A
1,204 Added 8.5%
15,370 $541 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-1,204 Reduced 7.83%
14,166 $382 Million
Q1 2025

Apr 21, 2025
BUY
N/A
14,166 New
14,166 $382 Million
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