Kingswood Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,328 shares of YJUN stock, worth $273,311. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,328
Previous 12,328
-0.0%
Holding current value
$273,311
Previous $282 Million
5.64%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding YJUN
# of Institutions
65Shares Held
6.04MCall Options Held
0Put Options Held
0-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.7MShares$37.7 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC847KShares$18.8 Million0.03% of portfolio
-
Maltin Wealth Management, Inc.795KShares$17.6 Million9.53% of portfolio
-
Prw Wealth Management LLC433KShares$9.61 Million3.25% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA266KShares$5.9 Million1.83% of portfolio