Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
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 $963,133. This represents 0.38% of its overall portfolio holdings.
Number of Shares
13,884
Previous 13,885
0.01%
Holding current value
$963,133
Previous $980 Million
3.43%
% of portfolio
0.38%
Previous 0.41%
Shares
3 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