Kingswood Wealth Advisors, LLC Federated Hermes ETF Tr U S St Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Federated Hermes ETF Tr U S St stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,442 shares of FDV stock, worth $0. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,442
Previous 9,934 15.18%
Holding current value
$0
Previous $273 Million 20.05%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2025
BUY
N/A
1,508 Added 15.18%
11,442 $327 Million
Q2 2025

Jul 23, 2025
BUY
N/A
758 Added 8.26%
9,934 $273 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-758 Reduced 7.63%
9,176 $258 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-1,990 Reduced 17.82%
9,176 $258 Million
Q4 2024

Jan 22, 2025
SELL
N/A
-2,393 Reduced 17.65%
11,166 $297 Million
Q3 2024

Oct 21, 2024
SELL
N/A
-1,491 Reduced 9.91%
13,559 $378 Million
Q2 2024

Jul 09, 2024
BUY
N/A
5,908 Added 64.62%
15,050 $374 Million
Q1 2024

Apr 15, 2024
BUY
N/A
9,142 New
9,142 $231 Million
Q3 2023

Oct 23, 2023
BUY
N/A
24,832 New
24,832 $555 Million

Others Institutions Holding FDV

# of Institutions
58
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About FEDERATED HERMES ETF TR U S ST

FDV Quotes by TradingView
  • Ticker FDV
More about FDV
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