Kingswood Wealth Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,577 shares of VOE stock, worth $421,648. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,577Holding current value
$421,648% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding VOE
# of Institutions
1,107Shares Held
68MCall Options Held
28.7KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$766 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$750 Million0.06% of portfolio
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Assetmark, Inc3.65MShares$598 Million1.76% of portfolio
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Royal Bank Of Canada Toronto, A63.19MShares$522 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC3.08MShares$504 Million0.04% of portfolio