Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 2,359 shares of VGT stock, worth $1.41 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,359
Previous 2,446
3.56%
Holding current value
$1.41 Million
Previous $1.18 Billion
4.49%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VGT
# of Institutions
1,529Shares Held
47.3MCall Options Held
335KPut Options Held
294K-
Bank Of America Corp Charlotte, NC16MShares$9.53 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY5.06MShares$3.02 Billion0.24% of portfolio
-
Morgan Stanley New York, NY1.94MShares$1.15 Billion0.08% of portfolio
-
Ubs Group Ag1.79MShares$1.06 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA1.38MShares$822 Million0.18% of portfolio