Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,383 shares of VONG stock, worth $799,570. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,383
Previous 8,789
4.62%
Holding current value
$799,570
Previous $762 Million
3.24%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VONG
# of Institutions
641Shares Held
144MCall Options Held
11.7KPut Options Held
1.5K-
Bank Of America Corp Charlotte, NC30MShares$2.86 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.6MShares$1.02 Billion7.24% of portfolio
-
Morgan Stanley New York, NY6.08MShares$580 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.69MShares$447 Million0.22% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.61MShares$439 Million1.33% of portfolio