Kingswood Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,714 shares of FJUN stock, worth $264,219. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,714

Previous 5,678 16.98%

Holding current value

$264,219

Previous $305 Million 13.45%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$53.62 - $55.95 $51,689 - $53,935	-964 Reduced 16.98%	4,714 $264 Million
Q2 2025 Jul 23, 2025	SELL	$46.04 - $53.67 $653,906 - $762,275	-14,203 Reduced 71.44%	5,678 $305 Million
Q1 2025 Jul 25, 2025	BUY	$49.36 - $53.08 $88,996 - $95,703	1,803 Added 31.75%	7,481 $375 Million
Q1 2025 Apr 21, 2025	BUY	$49.36 - $53.08 $290,483 - $312,375	5,885 Added 42.05%	19,881 $996 Million
Q4 2024 Jan 22, 2025	BUY	$50.07 - $52.35 $342,979 - $358,597	6,850 Added 95.86%	13,996 $719 Million

Q3 2024 Oct 21, 2024	BUY	$46.67 - $50.52 $114,154 - $123,571	2,446 Added 52.04%	7,146 $360 Million
Q2 2024 Jul 09, 2024	BUY	$45.72 - $48.47 $214,884 - $227,809	4,700 New	4,700 $227 Million

Others Institutions Holding FJUN

# of Institutions

143

Shares Held

5.75M

Call Options Held

Put Options Held

View Full List

About FIRST TR EX-TRD VIII CBOE VEST

Ticker FJUN
Sector Technology

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Kingswood Wealth Advisors, LLC First Tr Ex Trd Viii Cboe Vest Transaction History