Kingswood Wealth Advisors, LLC FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
6,555
Previous 11,637 43.67%
Holding current value
$238 Million
Previous $429 Million 44.54%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Apr 21, 2025
SELL
N/A
-5,082 Reduced 43.67%
6,555 $238 Million
Q4 2024

Jan 22, 2025
BUY
N/A
11,637 New
11,637 $429 Million
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