Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $243 Billion
- Q1 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 $951,887. This represents 0.39% of its overall portfolio holdings.
Number of Shares
13,884
Previous 13,884
-0.0%
Holding current value
$951,887
Previous $947 Million
0.91%
% of portfolio
0.39%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding BNDW
# of Institutions
119Shares Held
5.85MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.45MShares$168 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO825KShares$56.5 Million0.13% of portfolio
-
Aurelius Family Office LLC Bedford, NH320KShares$21.9 Million11.15% of portfolio
-
Envestnet Asset Management Inc288KShares$19.7 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA192KShares$13.1 Million0.15% of portfolio