Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 11,911 shares of VGT stock, worth $6.99 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
11,911
Previous 16,159
26.29%
Holding current value
$6.99 Million
Previous $9.48 Billion
21.84%
% of portfolio
0.56%
Previous 0.68%
Shares
6 transactions
Others Institutions Holding VGT
# of Institutions
1,851Shares Held
51.6MCall Options Held
1.14MPut Options Held
348K-
Bank Of America Corp Charlotte, NC15.3MShares$9 Billion0.82% of portfolio
-
Jpmorgan Chase & CO New York, NY5.77MShares$3.38 Billion0.29% of portfolio
-
Morgan Stanley New York, NY2.02MShares$1.19 Billion0.09% of portfolio
-
Ubs Group Ag1.89MShares$1.11 Billion0.22% of portfolio
-
Wells Fargo & Company San Francisco, CA1.51MShares$889 Million0.22% of portfolio