Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 13,884 shares of BNDW stock, worth $952,164. This represents 0.38% of its overall portfolio holdings.
Number of Shares
13,884
Previous 13,885
0.01%
Holding current value
$952,164
Previous $980 Million
3.43%
% of portfolio
0.38%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding BNDW
# of Institutions
109Shares Held
2.78MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.5 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$21.8 Million10.91% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.6 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.2 Million0.16% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS176KShares$12.1 Million10.3% of portfolio