Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,618 shares of BIV stock, worth $671,428. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,618
Previous 9,618
10.4%
Holding current value
$671,428
Previous $751 Million
10.63%
% of portfolio
0.03%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding BIV
# of Institutions
1,039Shares Held
214MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio