Lake Point Wealth Management Vanguard Scottsdale Fds Vangua Transaction History
Lake Point Wealth Management
- $176 Million
- Q2 2022
A detailed history of Lake Point Wealth Management transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Lake Point Wealth Management holds 9,812 shares of BNDW stock, worth $682,817. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,812
Previous 9,404
4.34%
Holding current value
$682,817
Previous $697,000
1.29%
% of portfolio
0.39%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding BNDW
# of Institutions
112Shares Held
5.99MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.67MShares$186 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH334KShares$23.3 Million10.37% of portfolio
-
Betterment LLC New York, NY334KShares$23.3 Million0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO324KShares$22.6 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC273KShares$19 Million0.0% of portfolio