Kingswood Wealth Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,385 shares of VYM stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,385
Previous 9,259
1.36%
Holding current value
$1.11 Million
Previous $1.03 Billion
9.85%
% of portfolio
0.13%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,705Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$592 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio