Octavia Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History
Octavia Wealth Advisors, LLC
- $822 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding BNDW
# of Institutions
108Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.4 Million0.01% of portfolio
-
Aurelius Family Office LLC Bedford, NH317KShares$21.7 Million10.91% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.6 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.2 Million0.16% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS176KShares$12 Million10.3% of portfolio