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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
50,824
Previous 56,498 10.04%
Holding current value
$1.59 Billion
Previous $1.74 Billion 8.64%
% of portfolio
0.06%
Previous 0.13%

Shares

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

Apr 21, 2025
SELL
N/A
-5,674 Reduced 10.04%
50,824 $1.59 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
27,222 Added 92.98%
56,498 $1.74 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
29,276 New
29,276 $891 Million
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