Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,896 shares of VDC stock, worth $5.33 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
24,896
Previous 3,939
532.04%
Holding current value
$5.33 Million
Previous $800 Million
580.12%
% of portfolio
0.39%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VDC
# of Institutions
633Shares Held
15.2MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$727 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$169 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$157 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$147 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$141 Million0.01% of portfolio