Kingswood Wealth Advisors, LLC Global X Mlp & Energy Infrastr Transaction History

Kingswood Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$55.32 - $65.02 $193,066 - $226,919	-3,490 Reduced 51.38%	3,303 $207 Million
Q1 2025 Jul 25, 2025	BUY	$59.6 - $67.2 $208,004 - $234,528	3,490 Added 105.66%	6,793 $433 Million
Q1 2025 Apr 21, 2025	BUY	$59.6 - $67.2 $160,562 - $181,036	2,694 Added 65.72%	6,793 $433 Million
Q4 2024 Jan 22, 2025	SELL	$54.89 - $64.32 $168,347 - $197,269	-3,067 Reduced 42.8%	4,099 $248 Million
Q3 2024 Oct 21, 2024	BUY	$50.37 - $55.21 $360,951 - $395,634	7,166 New	7,166 $390 Million

337

30.7M

187K

41K

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