Plan Group Financial, LLC Vanguard Scottsdale Fds Vangua Transaction History

Plan Group Financial, LLC

$187 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$68.33 - $73.94 $1.59 Million - $1.72 Million	23,258 New	23,258 $1.63 Million

Others Institutions Holding BNDW

# of Institutions

105

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

343K
Shares

$23.7 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$16 Million
13.29% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.7 Million
0.0% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

193K
Shares

$13.3 Million
0.16% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.53 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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