Federated Hermes Etf Trust shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Federated Hermes Etf Trust (FDV) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Federated Hermes Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Federated Hermes Etf Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Federated Hermes Etf Trust by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $328k | 11k | 28.62 |
| 2025-06-30 | $273k | 9.9k | 27.46 |
| 2025-03-31 | $258k | 9.2k | 28.16 |
| 2024-12-31 | $297k | 11k | 26.60 |
| 2024-09-30 | $378k | 14k | 27.91 |
| 2024-06-30 | $374k | 15k | 24.85 |
| 2024-03-31 | $231k | 9.1k | 25.28 |
| 2023-09-30 | $555k | 25k | 22.35 |