Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 13,307 shares of BND stock, worth $953,579. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,307
Previous 15,447
13.85%
Holding current value
$953,579
Previous $1.14 Billion
14.93%
% of portfolio
0.11%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,490Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.51 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.54 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.72 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.43 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.67 Billion0.05% of portfolio