Kingswood Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,603 shares of FJUL stock, worth $800,974. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,603
Previous 9,977
46.37%
Holding current value
$800,974
Previous $516 Million
54.83%
% of portfolio
0.05%
Previous 0.04%
Shares
7 transactions
Others Institutions Holding FJUL
# of Institutions
164Shares Held
7.57MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc720KShares$39.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL588KShares$32.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$25.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$22.2 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$21.3 Million0.03% of portfolio