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 $525,787. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,977
Previous 47,313
78.91%
Holding current value
$525,787
Previous $2.26 Billion
77.14%
% of portfolio
0.04%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding FJUL
# of Institutions
147Shares Held
6.36MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL706KShares$37.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc497KShares$26.2 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$24.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$21.3 Million0.03% of portfolio
-
Cwm, LLC371KShares$19.6 Million0.07% of portfolio