Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 8,268 shares of BIV stock, worth $624,978. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,268
Previous 9,163
9.77%
Holding current value
$624,978
Previous $718 Million
13.95%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
986Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$926 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$628 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$584 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$474 Million0.04% of portfolio