Kingswood Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,617 shares of VBR stock, worth $677,210. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,617
Previous 4,501
19.64%
Holding current value
$677,210
Previous $904 Million
20.66%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio