Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
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 5,794 shares of VCIT stock, worth $461,434. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,794
Previous 5,804
0.17%
Holding current value
$461,434
Previous $472 Million
1.11%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VCIT
# of Institutions
1,106Shares Held
463MCall Options Held
87.4KPut Options Held
22.8K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa82.8MShares$6.6 Billion3.13% of portfolio
-
Jpmorgan Chase & CO New York, NY62.6MShares$4.99 Billion0.46% of portfolio
-
Bank Of America Corp Charlotte, NC59.9MShares$4.77 Billion0.46% of portfolio
-
Creative Planning Overland Park, KS23.4MShares$1.86 Billion2.09% of portfolio
-
Japan Science & Technology Agency Tokyo, M017.1MShares$1.37 Billion17.14% of portfolio