Kingswood Wealth Advisors, LLC Vanguard Wellington Fd U S Qua Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,000 shares of VFQY stock, worth $287,180. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,000Holding current value
$287,180% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VFQY
# of Institutions
83Shares Held
1.11MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.179KShares$25.7 Million5.11% of portfolio
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Systelligence, LLC122KShares$17.6 Million4.62% of portfolio
-
Foundations Investment Advisors, LLC105KShares$15 Million0.34% of portfolio
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Hobart Private Capital, LLC Charlotte, NC100KShares$14.4 Million3.66% of portfolio
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Lpl Financial LLC Fort Mill, SC72.1KShares$10.3 Million0.0% of portfolio