Kingswood Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,377 shares of VB stock, worth $2.52 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
10,377
Previous 22,839
54.56%
Holding current value
$2.52 Million
Previous $4.98 Billion
50.57%
% of portfolio
0.18%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.09 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.75 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio