Heritage Wealth Advisors Vanguard Scottsdale Fds Vangua Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
Shares
3 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
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Alliancebernstein L.P. New York, NY1.25MShares$87 Million0.03% of portfolio
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Aurelius Family Office LLC Bedford, NH317KShares$22 Million10.91% of portfolio
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Envestnet Asset Management Inc315KShares$21.8 Million0.01% of portfolio
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Beacon Pointe Advisors, LLC Newport Beach, CA195KShares$13.5 Million0.15% of portfolio