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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Number of Shares
18,806
Previous 19,281 2.46%
Holding current value
$614 Million
Previous $582 Million 5.45%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 23, 2025
SELL
N/A
-475 Reduced 2.46%
18,806 $614 Million
Q2 2025

Jul 23, 2025
SELL
N/A
-400 Reduced 2.03%
19,281 $582 Million
Q1 2025

Jul 25, 2025
BUY
N/A
400 Added 2.07%
19,681 $508 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-120 Reduced 0.61%
19,681 $508 Million
Q4 2024

Jan 22, 2025
BUY
N/A
19,801 New
19,801 $561 Million
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