Kingswood Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 12,278 shares of VV stock, worth $3.35 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,278
Previous 2,456
399.92%
Holding current value
$3.35 Million
Previous $613 Million
427.18%
% of portfolio
0.23%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,181Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.75 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.51 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$933 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$849 Million0.07% of portfolio