Kingswood Wealth Advisors, LLC Vanguard Russell 1000 Growth E Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,784 shares of VONG stock, worth $999,784. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,784
Previous 5,539
94.69%
Holding current value
$999,784
Previous $535 Million
108.39%
% of portfolio
0.08%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VONG
# of Institutions
783Shares Held
151MCall Options Held
25.9KPut Options Held
1.2K-
Bank Of America Corp Charlotte, NC29.1MShares$2.7 Billion0.26% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$962 Million6.89% of portfolio
-
Morgan Stanley New York, NY7MShares$649 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.53MShares$512 Million0.24% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.62MShares$429 Million1.45% of portfolio