Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 13,885 shares of BNDW stock, worth $959,036. This represents 0.41% of its overall portfolio holdings.
Number of Shares
13,885
Previous 13,850
0.25%
Holding current value
$959,036
Previous $942 Million
4.1%
% of portfolio
0.41%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding BNDW
# of Institutions
105Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.7 Million0.01% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS232KShares$16 Million13.29% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.7 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.3 Million0.16% of portfolio
-
Wealth Enhancement Advisory Services, LLC123KShares$8.53 Million0.02% of portfolio