Kingswood Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,287 shares of VT stock, worth $3 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
24,287
Previous 12,136
100.12%
Holding current value
$3 Million
Previous $1.45 Billion
96.57%
% of portfolio
0.21%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding VT
# of Institutions
1,081Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.63 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$569 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$552 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$383 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$299 Million0.79% of portfolio