Kingswood Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,568 shares of VOOG stock, worth $1.23 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,568
Previous 3,619
1.41%
Holding current value
$1.23 Million
Previous $1.1 Billion
7.89%
% of portfolio
0.11%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VOOG
# of Institutions
504Shares Held
11.5MCall Options Held
17.9KPut Options Held
6.8K-
Jpmorgan Chase & CO New York, NY2.57MShares$887 Million0.08% of portfolio
-
Morgan Stanley New York, NY699KShares$241 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$219 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC609KShares$210 Million0.02% of portfolio
-
Ubs Group Ag540KShares$186 Million0.05% of portfolio