Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,159 shares of VCIT stock, worth $421,335. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,159
Previous 5,272
2.14%
Holding current value
$421,335
Previous $423 Million
0.35%
% of portfolio
0.02%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,291Shares Held
499MCall Options Held
29KPut Options Held
7.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.58 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC63.7MShares$5.2 Billion0.44% of portfolio
-
Jpmorgan Chase & CO New York, NY50.2MShares$4.1 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS24.6MShares$2.01 Billion1.93% of portfolio
-
Prudential PLC London, England, X019.8MShares$1.62 Billion8.12% of portfolio