Kingswood Wealth Advisors, LLC Vanguard Information Technolog Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,159 shares of VGT stock, worth $10.2 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
16,159
Previous 2,540
536.18%
Holding current value
$10.2 Million
Previous $1.46 Billion
547.01%
% of portfolio
0.68%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding VGT
# of Institutions
1,689Shares Held
48.2MCall Options Held
857KPut Options Held
238K-
Bank Of America Corp Charlotte, NC15.9MShares$10 Billion0.79% of portfolio
-
Jpmorgan Chase & CO New York, NY5.49MShares$3.47 Billion0.26% of portfolio
-
Morgan Stanley New York, NY2.01MShares$1.27 Billion0.09% of portfolio
-
Ubs Group Ag1.82MShares$1.15 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA1.37MShares$866 Million0.19% of portfolio