Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 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 5,272 shares of VCIT stock, worth $430,564. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,272
Previous 4,916
7.24%
Holding current value
$430,564
Previous $412 Million
2.79%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VCIT
# of Institutions
1,276Shares Held
496MCall 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