Kingswood Wealth Advisors, LLC FEDERATED HME MDT LAR VAL ETF NAV CF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Number of Shares
32,725
Previous 29,100 12.46%
Holding current value
$998 Million
Previous $857 Million 16.39%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
N/A
3,625 Added 12.46%
32,725 $998 Million
Q1 2025

Apr 21, 2025
BUY
N/A
300 Added 1.04%
29,100 $805 Million
Q4 2024

Jan 22, 2025
BUY
N/A
28,800 New
28,800 $781 Million
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email