Kingswood Wealth Advisors, LLC REGAN FLOATING RATE MBS ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
34,852
Previous 34,461 1.13%
Holding current value
$885 Million
Previous $883 Million 0.23%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
N/A
391 Added 1.13%
34,852 $885 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-20 Reduced 0.06%
34,461 $883 Million
Q2 2024

Jul 09, 2024
BUY
N/A
4,729 Added 15.89%
34,481 $874 Million
Q1 2024

Apr 15, 2024
BUY
N/A
29,752 New
29,752 $752 Million
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