Capstone Financial Advisors, Inc. Vanguard Scottsdale Fds Vangua Transaction History
Capstone Financial Advisors, Inc.
- $1.62 Billion
- Q3 2024
A detailed history of Capstone Financial Advisors, Inc. transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 3,369 shares of BNDW stock, worth $232,696. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,369
Previous 3,343
0.78%
Holding current value
$232,696
Previous $227,000
4.41%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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