KWA
FLCV

Kingswood Wealth Advisors’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Kingswood Wealth Advisors’s Portfolio FLCV Stock Details FLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$857K Hold
29,100
– – 0.07% 292
2025
Q1 		$805K Buy
29,100
+300
+1% +$8.3K 0.07% 296
2024
Q4 		$781K Buy
+28,800
New +$781K 0.06% 327