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 $680,658. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,812
Previous 9,404
4.34%
Holding current value
$680,658
Previous $697,000
1.29%
% of portfolio
0.39%
Previous 0.32%
Shares
5 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
-
Alliancebernstein L.P. New York, NY1.25MShares$87 Million0.03% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$22 Million10.91% of portfolio
-
Envestnet Asset Management Inc315KShares$21.8 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA195KShares$13.5 Million0.15% of portfolio