Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,632 shares of BIV stock, worth $274,107. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,632
Previous 8,268
56.07%
Holding current value
$274,107
Previous $618 Million
54.99%
% of portfolio
0.01%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding BIV
# of Institutions
1,006Shares Held
190MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.37 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$925 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$652 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$602 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$575 Million0.53% of portfolio