Kingswood Wealth Advisors, LLC Vanguard Utilities ETF Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,584 shares of VPU stock, worth $268,171. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,584Holding current value
$268,171% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
616Shares Held
12.6MCall Options Held
39.4KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$175 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$163 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC710KShares$120 Million0.01% of portfolio
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Envestnet Asset Management Inc671KShares$114 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC615KShares$104 Million0.05% of portfolio