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 $667,216. This represents 0.39% of its overall portfolio holdings.
Number of Shares
9,812
Previous 9,404
4.34%
Holding current value
$667,216
Previous $697,000
1.29%
% of portfolio
0.39%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding BNDW
# of Institutions
102Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc247KShares$16.8 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA238KShares$16.2 Million0.18% of portfolio
-
Heritage Wealth Advisors191KShares$13 Million0.48% of portfolio
-
Bank Of America Corp Charlotte, NC188KShares$12.8 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6112KShares$7.64 Million0.0% of portfolio