Plan Group Financial, LLC Vanguard Scottsdale Fds Vangua Transaction History
Plan Group Financial, LLC
- $152 Million
- Q1 2024
Shares
1 transactions
Others Institutions Holding BNDW
# of Institutions
102Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc247KShares$16.9 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$12.9 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6112KShares$7.67 Million0.0% of portfolio