Running Point Capital Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History

Running Point Capital Advisors, LLC

$256 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$78.32 - $80.26 $1,174 - $1,203	-15 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$79.28 - $80.25 $1,189 - $1,203	15 New	15 $1,000

Others Institutions Holding BNDW

# of Institutions

105

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

343K
Shares

$23.4 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$15.8 Million
13.29% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.5 Million
0.0% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

193K
Shares

$13.1 Million
0.16% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.42 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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