KWA
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Kingswood Wealth Advisors’s Yext YEXT Stock Holding History

Kingswood Wealth Advisors’s Portfolio YEXT Stock Details YEXT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-50,500
Closed -$270K – 769
2024
Q2 		$270K Buy
+50,500
New +$270K 0.02% 552