Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Value Et Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,933 shares of VONV stock, worth $911,084. This represents 0.11% of its overall portfolio holdings.
Number of Shares
11,933
Previous 11,307
5.54%
Holding current value
$911,084
Previous $820 Million
14.41%
% of portfolio
0.11%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VONV
# of Institutions
389Shares Held
65.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC18.9MShares$1.44 Billion0.14% of portfolio
-
Morgan Stanley New York, NY4.35MShares$332 Million0.03% of portfolio
-
Tiaa Trust, National Association Charlotte, NC3.65MShares$279 Million0.88% of portfolio
-
Tiaa, Fsb St. Louis, MO3.23MShares$247 Million0.81% of portfolio
-
Envestnet Asset Management Inc2.24MShares$171 Million0.07% of portfolio