Opes Wealth Management LLC Vanguard Scottsdale Fds Vangua Transaction History
Opes Wealth Management LLC
- $429 Million
- Q1 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 8,465 shares of BNDW stock, worth $575,620. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,465
Previous 4,915
72.23%
Holding current value
$575,620
Previous $340,000
70.59%
% of portfolio
0.14%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding BNDW
# of Institutions
102Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc247KShares$16.8 Million0.01% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA238KShares$16.2 Million0.18% of portfolio
-
Heritage Wealth Advisors191KShares$13 Million0.48% of portfolio
-
Bank Of America Corp Charlotte, NC188KShares$12.8 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6112KShares$7.64 Million0.0% of portfolio