Kingswood Wealth Advisors, LLC INNOVATOR EQUITY DEFINED PROTECTION ETF-2 YR TO JULY Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024
Number of Shares
38,355
Previous 15,027 155.24%
Holding current value
$1.07 Billion
Previous $412 Million 158.31%
% of portfolio
0.08%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
N/A
23,328 Added 155.24%
38,355 $1.07 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
15,027 New
15,027 $412 Million
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