Kingswood Wealth Advisors, LLC FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
83,220
Previous 84,900 1.98%
Holding current value
$1.69 Billion
Previous $1.65 Billion 2.04%
% of portfolio
0.06%
Previous 0.12%

Shares

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

Apr 21, 2025
SELL
N/A
-1,680 Reduced 1.98%
83,220 $1.69 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
26,757 Added 46.02%
84,900 $1.65 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
58,143 New
58,143 $1.13 Billion
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