Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $279 Billion
- Q2 2025
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 13,884 shares of BNDW stock, worth $973,407. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,884
Previous 13,884
-0.0%
Holding current value
$973,407
Previous $955 Million
0.76%
% of portfolio
0.35%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$183 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO332KShares$23.3 Million0.05% of portfolio
-
Aurelius Family Office LLC Bedford, NH323KShares$22.6 Million10.58% of portfolio
-
Betterment LLC New York, NY310KShares$21.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc280KShares$19.7 Million0.01% of portfolio