Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,539 shares of VONG stock, worth $572,178. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,539
Previous 8,383
33.93%
Holding current value
$572,178
Previous $786 Million
32.02%
% of portfolio
0.04%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding VONG
# of Institutions
667Shares Held
141MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.13 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.08 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$643 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$534 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$482 Million1.35% of portfolio