Keener Financial Planning LLC Vanguard Scottsdale Fds Vangua Transaction History
Keener Financial Planning LLC
- $169 Million
- Q4 2024
A detailed history of Keener Financial Planning LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Keener Financial Planning LLC holds 2,984 shares of BNDW stock, worth $204,254. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,984
Previous 2,638
13.12%
Holding current value
$204,254
Previous $186,000
9.14%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding BNDW
# of Institutions
108Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.5 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$21.7 Million10.91% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.6 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.2 Million0.16% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS176KShares$12.1 Million10.3% of portfolio