Stone Point Wealth LLC Vanguard Scottsdale Fds Vangua Transaction History
Stone Point Wealth LLC
- $358 Million
- Q4 2025
A detailed history of Stone Point Wealth LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Stone Point Wealth LLC holds 118,273 shares of BNDW stock, worth $8.23 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
118,273
Previous 98,544
20.02%
Holding current value
$8.23 Million
Previous $6.86 Million
19.9%
% of portfolio
2.3%
Previous 1.98%
Shares
2 transactions
Others Institutions Holding BNDW
# of Institutions
113Shares Held
6.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH347KShares$24.2 Million10.28% of portfolio
-
Betterment LLC New York, NY334KShares$23.3 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO324KShares$22.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$19 Million0.0% of portfolio