Kingswood Wealth Advisors, LLC SIMPLIFY MBS ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025
Number of Shares
6,288
Previous 6,288 -0.0%
Holding current value
$315 Million
Previous $312 Million 0.91%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
N/A
-1,818 Reduced 22.43%
6,288 $324 Million
Q2 2024

Jul 09, 2024
BUY
N/A
8,106 New
8,106 $408 Million
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