Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 25,565 shares of VB stock, worth $5.31 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,565
Previous 29,204
12.46%
Holding current value
$5.31 Million
Previous $7.02 Billion
19.19%
% of portfolio
0.22%
Previous 0.53%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,345Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio