Kingswood Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 37,709 shares of VOO stock, worth $22.3 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
37,709
Previous 45,919
17.88%
Holding current value
$22.3 Million
Previous $23.6 Billion
9.28%
% of portfolio
1.69%
Previous 0.9%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,707Shares Held
507MCall Options Held
2.16MPut Options Held
2.71M-
Vanguard Group Inc Valley Forge, PA36.8MShares$21.7 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$17.3 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$15.8 Billion5.31% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$15.3 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$14.5 Billion1.04% of portfolio