Five Pine Wealth Management Vanguard Scottsdale Fds Vangua Transaction History
Five Pine Wealth Management
- $123 Billion
- Q1 2025
A detailed history of Five Pine Wealth Management transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Five Pine Wealth Management holds 51,719 shares of BNDW stock, worth $3.59 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
51,719
Previous 40,913
26.41%
Holding current value
$3.59 Million
Previous $2.79 Billion
27.56%
% of portfolio
2.9%
Previous 2.35%
Shares
2 transactions
Others Institutions Holding BNDW
# of Institutions
119Shares Held
6.44MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.38MShares$165 Million0.01% of portfolio
-
Alliancebernstein L.P. New York, NY1.25MShares$86.9 Million0.03% of portfolio
-
Aurelius Family Office LLC Bedford, NH320KShares$22.2 Million11.15% of portfolio
-
Envestnet Asset Management Inc288KShares$20 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA195KShares$13.5 Million0.15% of portfolio