Luminvest Wealth Management LLC Vanguard Scottsdale Fds Vangua Call Options Transaction History

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BNDW

# of Institutions

105

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

343K
Shares

$23.7 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$16.1 Million
13.29% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.7 Million
0.0% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

193K
Shares

$13.3 Million
0.16% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.54 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
Sector ETFs
Industry ETFs

More about BNDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.