Octavia Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History
Octavia Wealth Advisors, LLC
- $871 Million
- Q2 2025
Shares
10 transactions
Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.87MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$180 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO332KShares$23 Million0.05% of portfolio
-
Aurelius Family Office LLC Bedford, NH323KShares$22.3 Million10.58% of portfolio
-
Betterment LLC New York, NY310KShares$21.4 Million0.05% of portfolio
-
Envestnet Asset Management Inc280KShares$19.4 Million0.01% of portfolio