KWA
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Kingswood Wealth Advisors’s P10 PX Stock Holding History

Kingswood Wealth Advisors’s Portfolio PX Stock Details PX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Hold
23,574
– – 0.02% 643
2025
Q1 		$277K Hold
23,574
– – 0.03% 574
2024
Q4 		$297K Buy
+23,574
New +$297K 0.02% 611