Venturi Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 21 shares of BNDW stock, worth $1,440. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 21
-0.0%
Holding current value
$1,440
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BNDW
# of Institutions
119Shares Held
4.08MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.38MShares$163 Million0.01% of portfolio
-
Alliancebernstein L.P. New York, NY1.25MShares$86 Million0.03% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$21.8 Million10.91% of portfolio
-
Envestnet Asset Management Inc315KShares$21.6 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA195KShares$13.3 Million0.15% of portfolio