Kingswood Wealth Advisors, LLC FIRST TR EXCHANGE TRADED FD VIII FT VEST U S EQUITY MAX BUFFER ETF MARCH Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
56,498
Previous 29,276 92.98%
Holding current value
$1.74 Billion
Previous $891 Million 95.71%
% of portfolio
0.13%
Previous 0.06%

Shares

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