Kingswood Wealth Advisors, LLC Vanguard Mega Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Mega Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,503 shares of MGC stock, worth $738,187. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,503Holding current value
$738,187% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding MGC
# of Institutions
454Shares Held
15.3MCall Options Held
14.2KPut Options Held
1.3K-
Bank Of America Corp Charlotte, NC1.61MShares$339 Million0.03% of portfolio
-
Morgan Stanley New York, NY631KShares$133 Million0.01% of portfolio
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New York Life Investment Management LLC New York, NY520KShares$110 Million1.12% of portfolio
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Ameriprise Financial Inc Minneapolis, MN509KShares$107 Million0.03% of portfolio
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Wooster Corthell Wealth Management, Inc.487KShares$103 Million21.47% of portfolio