Chico Wealth Ria Vanguard Scottsdale Fds Vangua Transaction History

Chico Wealth Ria

$116 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$68.33 - $73.94 $1.52 Million - $1.65 Million	-22,302 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$73.61 - $78.14 $1.64 Million - $1.74 Million	22,302 New	22,302 $1.65 Million

Others Institutions Holding BNDW

# of Institutions

105

Shares Held

2.55M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

367K
Shares

$25.3 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$16 Million
13.29% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

209K
Shares

$14.4 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

189K
Shares

$13.1 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.51 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
Sector ETFs
Industry ETFs

More about BNDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Chico Wealth Ria, based on Form 13F filings with the SEC.

News

Stay updated on Chico Wealth Ria with notifications on news.