Kingswood Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Kingswood Wealth Advisors, LLC
- $2.62 Trillion
- Q1 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,489 shares of VPU stock, worth $260,187. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,489
Previous 1,584
6.0%
Holding current value
$260,187
Previous $259 Million
1.73%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VPU
# of Institutions
663Shares Held
13.1MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$208 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$161 Million0.01% of portfolio
-
Envestnet Asset Management Inc643KShares$112 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$108 Million0.04% of portfolio
-
Northwestern Mutual Wealth Management CO611KShares$107 Million0.09% of portfolio