Kingswood Wealth Advisors, LLC First Tr ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,566 shares of QJUN stock, worth $243,531. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,566

Holding current value

$243,531

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$26.78 - $28.75 $229,397 - $246,272	8,566 New	8,566 $240 Million

Others Institutions Holding QJUN

# of Institutions

113

Shares Held

7.9M

Call Options Held

Put Options Held

Advisor Group Holdings, Inc. Phoenix, AZ

971K
Shares

$27.6 Million
0.06% of portfolio
Truist Financial Corp

539K
Shares

$15.3 Million
0.02% of portfolio
Steward Partners Investment Advisory, LLC

390K
Shares

$11.1 Million
0.1% of portfolio
Cetera Investment Advisers Schaumburg, IL

351K
Shares

$9.97 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

315K
Shares

$8.95 Million
0.01% of portfolio

View Full List

About FIRST TR ETF

Ticker QJUN

More about QJUN

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Kingswood Wealth Advisors, LLC First Tr ETF Transaction History