Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 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 9,977 shares of FJUL stock, worth $530,576. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,977
Previous 47,313
78.91%
Holding current value
$530,576
Previous $2.26 Billion
77.14%
% of portfolio
0.04%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding FJUL
# of Institutions
145Shares Held
6.13MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL706KShares$37.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$24.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$21.5 Million0.03% of portfolio
-
Ferguson Shapiro LLC398KShares$21.2 Million10.62% of portfolio
-
Cwm, LLC350KShares$18.6 Million0.06% of portfolio