Kingswood Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,503 shares of MGC stock, worth $735,139. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,503Holding current value
$735,139% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding MGC
# of Institutions
448Shares Held
15.3MCall Options Held
14.4KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.59MShares$333 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$132 Million0.01% of portfolio
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New York Life Investment Management LLC New York, NY602KShares$126 Million1.27% of portfolio
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Wooster Corthell Wealth Management, Inc.487KShares$102 Million21.47% of portfolio
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Ameriprise Financial Inc Minneapolis, MN486KShares$102 Million0.03% of portfolio