Kingswood Wealth Advisors, LLC Vanguard Intermediate Term Cor Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,916 shares of VCIT stock, worth $394,459. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,916
Previous 4,994
1.56%
Holding current value
$394,459
Previous $399 Million
3.13%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VCIT
# of Institutions
1,171Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.1 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.89 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.79 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.93 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.66 Billion8.85% of portfolio