Kingswood Wealth Advisors, LLC Vanguard Value ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,452 shares of VTV stock, worth $569,821. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,452
Previous 3,471
0.55%
Holding current value
$569,821
Previous $565 Million
2.04%
% of portfolio
0.05%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,163Shares Held
494MCall Options Held
259KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC112MShares$18.5 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$8.11 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.77 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.25 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.06 Billion0.51% of portfolio