Kingswood Wealth Advisors, LLC Vanguard Specialized Funds Van Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,517 shares of VNQ stock, worth $725,014. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,517
Previous 6,527
15.17%
Holding current value
$725,014
Previous $564 Million
11.54%
% of portfolio
0.06%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.68 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.15 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.09 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.03 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$937 Million0.07% of portfolio