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 $443,898. This represents 0.09% of its overall portfolio holdings.
Number of Shares
6,485
Previous 6,125
5.88%
Holding current value
$443,898
Previous $432,000
2.31%
% of portfolio
0.09%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding BNDW
# of Institutions
108Shares Held
2.74MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.5 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$12.1 Million10.3% of portfolio