Octavia Wealth Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History
Octavia Wealth Advisors, LLC
- $674 Million
- Q1 2024
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 67,509 shares of BNDW stock, worth $4.57 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
67,509
Previous 116,616
42.11%
Holding current value
$4.57 Million
Previous $8.07 Million
42.61%
% of portfolio
0.69%
Previous 1.43%
Shares
8 transactions
Others Institutions Holding BNDW
# of Institutions
102Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc247KShares$16.7 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA238KShares$16.1 Million0.18% of portfolio
-
Heritage Wealth Advisors191KShares$12.9 Million0.48% of portfolio
-
Bank Of America Corp Charlotte, NC188KShares$12.7 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6112KShares$7.61 Million0.0% of portfolio