Kingswood Wealth Advisors, LLC Vanguard Health Care ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,849 shares of VHT stock, worth $1.54 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,849
Previous 6,695
12.64%
Holding current value
$1.54 Million
Previous $1.89 Billion
21.29%
% of portfolio
0.11%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding VHT
# of Institutions
1,140Shares Held
25.2MCall Options Held
37.3KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC1.8MShares$474 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.59MShares$418 Million0.03% of portfolio
-
Ubs Group Ag1.28MShares$336 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1MShares$265 Million5.02% of portfolio
-
Wells Fargo & Company San Francisco, CA954KShares$251 Million0.06% of portfolio