Kingswood Wealth Advisors, LLC LISTED FUNDS TRUST ROUNDHILL MAGNIFICENT SEVEN ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
6,800
Previous 10,200 33.33%
Holding current value
$377 Million
Previous $476 Million 20.71%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
N/A
-3,400 Reduced 33.33%
6,800 $377 Million
Q1 2025

Apr 21, 2025
BUY
N/A
2,700 Added 36.0%
10,200 $476 Million
Q4 2024

Jan 22, 2025
BUY
N/A
7,500 New
7,500 $408 Million
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