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
2.55MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc367KShares$25.3 Million0.01% of portfolio
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Two West Capital Advisors LLC Overland Park, KS232KShares$16 Million13.29% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA209KShares$14.4 Million0.17% of portfolio
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Bank Of America Corp Charlotte, NC189KShares$13.1 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC123KShares$8.51 Million0.02% of portfolio