Kingswood Wealth Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,900 shares of FPEI stock, worth $373,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,900
Previous 11,550 72.29%
Holding current value
$373,324
Previous $220 Million 69.31%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 22, 2025
BUY
$18.62 - $19.05 $155,477 - $159,067
8,350 Added 72.29%
19,900 $372 Million
Q2 2024

Jul 09, 2024
SELL
$17.91 - $18.43 $105,669 - $108,737
-5,900 Reduced 33.81%
11,550 $212 Million
Q1 2024

Apr 15, 2024
SELL
$17.7 - $18.26 $2,655 - $2,739
-150 Reduced 0.85%
17,450 $318 Million
Q4 2023

Jan 16, 2024
BUY
$16.46 - $17.9 $289,696 - $315,040
17,600 New
17,600 $314 Million
Q2 2023

Aug 09, 2023
BUY
$16.43 - $16.99 $289,168 - $299,024
17,600 New
17,600 $297 Million

Others Institutions Holding FPEI

# of Institutions
191
Shares Held
65.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF III INSTL PFD SEC

FPEI Quotes by TradingView
  • Ticker FPEI
  • Sector ETFs
  • Industry ETFs
More about FPEI
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email