Kingswood Wealth Advisors, LLC Vanguard Consumer Staples ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,421 shares of VDC stock, worth $1.6 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,421
Previous 24,896
70.19%
Holding current value
$1.6 Million
Previous $5.44 Billion
71.16%
% of portfolio
0.12%
Previous 0.39%
Shares
5 transactions
Others Institutions Holding VDC
# of Institutions
649Shares Held
15.6MCall Options Held
1.9KPut Options Held
3K-
Bank Of America Corp Charlotte, NC3.4MShares$732 Million0.06% of portfolio
-
Wellspring Financial Advisors, LLC Cleveland, OH792KShares$171 Million0.18% of portfolio
-
Beacon Capital Management, Inc.731KShares$158 Million6.88% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$148 Million0.07% of portfolio
-
Morgan Stanley New York, NY657KShares$142 Million0.01% of portfolio