Kingswood Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,170 shares of VYM stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
9,170
Previous 9,385
2.29%
Holding current value
$1.18 Million
Previous $1.14 Billion
4.22%
% of portfolio
0.1%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,721Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.42 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio