Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 20,641 shares of FJUL stock, worth $986,433. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,641
Previous 10,390
98.66%
Holding current value
$986,433
Previous $499 Million
102.71%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding FJUL
# of Institutions
153Shares Held
7.57MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL704KShares$33.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc488KShares$23.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.2 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.3 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH389KShares$18.6 Million6.62% of portfolio