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 $1.14 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,784
Previous 5,539
94.69%
Holding current value
$1.14 Million
Previous $535 Million
108.39%
% of portfolio
0.08%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VONG
# of Institutions
697Shares Held
143MCall Options Held
28.8KPut Options Held
2.3K-
Bank Of America Corp Charlotte, NC30.3MShares$3.19 Billion0.25% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.1 Billion6.73% of portfolio
-
Morgan Stanley New York, NY6.22MShares$657 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.17MShares$546 Million0.23% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.66MShares$492 Million1.35% of portfolio