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

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

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 13,996 shares of FJUN stock, worth $735,349. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,996
Previous 7,146 95.86%
Holding current value
$735,349
Previous $360 Million 99.75%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
138
Shares Held
5.53M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EX-TRD VIII CBOE VEST

FJUN Quotes by TradingView
  • Ticker FJUN
  • Sector Technology
More about FJUN
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