Kingswood Wealth Advisors, LLC Vanguard Ftse Developed Market Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 64,062 shares of VEA stock, worth $3.2 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
64,062
Previous 34,224
87.18%
Holding current value
$3.2 Million
Previous $1.81 Billion
69.5%
% of portfolio
0.23%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VEA
# of Institutions
2,433Shares Held
2.14BCall Options Held
217KPut Options Held
689K-
Bank Of America Corp Charlotte, NC165MShares$8.22 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS145MShares$7.25 Billion7.61% of portfolio
-
Betterment LLC New York, NY127MShares$6.36 Billion16.17% of portfolio
-
Envestnet Asset Management Inc96.5MShares$4.82 Billion1.69% of portfolio
-
Jones Financial Companies Lllp67.1MShares$3.35 Billion3.64% of portfolio