Soundmark Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History
Soundmark Wealth Management, LLC
- $0
- Q2 2024
Shares
5 transactions
Others Institutions Holding BNDW
# of Institutions
105Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.4 Million0.01% of portfolio
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Two West Capital Advisors LLC Overland Park, KS232KShares$15.8 Million13.29% of portfolio
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Bank Of America Corp Charlotte, NC199KShares$13.5 Million0.0% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.1 Million0.16% of portfolio
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Wealth Enhancement Advisory Services, LLC123KShares$8.42 Million0.02% of portfolio