Kingswood Wealth Advisors, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 4,301 shares of VTIP stock, worth $215,222. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,301
Previous 4,174
3.04%
Holding current value
$215,222
Previous $210 Million
3.76%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
930Shares Held
206MCall Options Held
70KPut Options Held
0-
Jpmorgan Chase & CO New York, NY28.7MShares$1.44 Billion0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$873 Million0.28% of portfolio
-
Sei Investments CO Oaks, PA8.58MShares$430 Million0.49% of portfolio
-
Goldman Sachs Group Inc New York, NY8.49MShares$425 Million0.06% of portfolio
-
Wealthspire Advisors, LLC New York, NY7.59MShares$380 Million2.04% of portfolio