Kingswood Wealth Advisors, LLC Vanguard S&P 500 Growth ETF Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,619 shares of VOOG stock, worth $1.25 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,619
Previous 4,087
11.45%
Holding current value
$1.25 Million
Previous $1.11 Billion
0.35%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VOOG
# of Institutions
454Shares Held
10.9MCall Options Held
32.1KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY2.87MShares$991 Million0.08% of portfolio
-
Morgan Stanley New York, NY648KShares$224 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$220 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC597KShares$206 Million0.02% of portfolio
-
Ubs Group Ag536KShares$185 Million0.04% of portfolio