Opes Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Opes Wealth Management LLC
- $486 Million
- Q4 2024
A detailed history of Opes Wealth Management LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Opes Wealth Management LLC holds 6,485 shares of BNDW stock, worth $449,864. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,485
Previous 6,125
5.88%
Holding current value
$449,864
Previous $432,000
2.31%
% of portfolio
0.09%
Previous 0.08%
Shares
10 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