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Kingswood Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Kingswood Wealth Advisors’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,300
Closed -$165K – 747
2024
Q4 		$165K Buy
+15,300
New +$165K 0.01% 749