Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 47,313 shares of FJUL stock, worth $2.45 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
47,313
Previous 20,641
129.22%
Holding current value
$2.45 Million
Previous $1.01 Billion
123.41%
% of portfolio
0.09%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding FJUL
# of Institutions
151Shares Held
6.79MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL706KShares$36.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc497KShares$25.8 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$24.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$21 Million0.03% of portfolio
-
Cwm, LLC371KShares$19.3 Million0.07% of portfolio