Kingswood Wealth Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History
Kingswood Wealth Advisors, LLC
- $2.07 Trillion
- Q4 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,677 shares of ESGV stock, worth $199,311. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,677Holding current value
$199,311% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ESGV
# of Institutions
721Shares Held
31.9MCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA3.61MShares$429 Million0.01% of portfolio
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Morgan Stanley New York, NY1.68MShares$200 Million0.01% of portfolio
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Wealthfront Advisers LLC1.5MShares$178 Million0.43% of portfolio
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Creative Planning Overland Park, KS1.23MShares$146 Million0.11% of portfolio
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Visa Foundation1.17MShares$139 Million100.0% of portfolio