Kingswood Wealth Advisors, LLC FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025
Number of Shares
18,945
Previous 20,995 9.76%
Holding current value
$767 Million
Previous $822 Million 6.73%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
N/A
-2,050 Reduced 9.76%
18,945 $767 Million
Q2 2025

Jul 23, 2025
BUY
N/A
14,440 Added 220.29%
20,995 $822 Million
Q1 2025

Jul 25, 2025
SELL
N/A
-14,440 Reduced 68.78%
6,555 $238 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-5,082 Reduced 43.67%
6,555 $238 Million
Q4 2024

Jan 22, 2025
BUY
N/A
11,637 New
11,637 $429 Million
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