Baystate Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Baystate Wealth Management LLC holds 44,766 shares of BNDW stock, worth $3.11 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
44,766
Previous 61,748
27.5%
Holding current value
$3.11 Million
Previous $4.1 Million
24.37%
% of portfolio
0.23%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding BNDW
# of Institutions
119Shares Held
6.49MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.38MShares$165 Million0.01% of portfolio
-
Alliancebernstein L.P. New York, NY1.25MShares$87 Million0.03% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$22 Million10.91% of portfolio
-
Envestnet Asset Management Inc315KShares$21.8 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA195KShares$13.5 Million0.15% of portfolio