Kingswood Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total 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 Total stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 18,913 shares of BND stock, worth $1.37 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,913
Previous 7,585
149.35%
Holding current value
$1.37 Million
Previous $570 Million
138.76%
% of portfolio
0.1%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,624Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.02 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.24 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio