KINGSWOOD WEALTH ADVISORS, LLC's ownership history for JEPI

KINGSWOOD WEALTH ADVISORS, LLC currently holds 157.5K shares with a market value of $9.0M. It started holding JEPI on 2024-09-30. At its peak, it held 157.5K shares on 2025-09-30. Its highest holding value was $9.0M on 2025-09-30. At its lowest, it held 106.8K shares on 2024-12-31, with a value of $6.1M on 2024-12-31. In the recent 180 days, KINGSWOOD WEALTH ADVISORS, LLC has increased its shares by 28.0K. In the recent year, KINGSWOOD WEALTH ADVISORS, LLC has increased its shares by 48.8K.