Geneos Wealth Management Inc. Vanguard Scottsdale Fds Vangua Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 270 shares of BNDW stock, worth $18,929. This represents 0.0% of its overall portfolio holdings.
Number of Shares
270
Previous 3,945
93.16%
Holding current value
$18,929
Previous $271,000
93.36%
% of portfolio
0.0%
Previous 0.01%
Shares
14 transactions
Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$183 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO332KShares$23.3 Million0.05% of portfolio
-
Aurelius Family Office LLC Bedford, NH323KShares$22.6 Million10.58% of portfolio
-
Betterment LLC New York, NY310KShares$21.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc280KShares$19.7 Million0.01% of portfolio