Kingswood Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 1,584 shares of VPU stock, worth $271,608. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,584Holding current value
$271,608% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
644Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$786 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$192 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$171 Million7.27% of portfolio
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Bank Of America Corp Charlotte, NC983KShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$114 Million0.05% of portfolio