River Tree Advisors, LLC Vanguard Scottsdale Fds Vangua Transaction History

River Tree Advisors, LLC

$138 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Aug 10, 2021	SELL	$79.34 - $82.15 $7.55 Million - $7.82 Million	-95,202 Closed	0 $0
Q4 2020 Aug 10, 2021	BUY	$81.31 - $82.21 $7.74 Million - $7.83 Million	95,202 New	95,202 $7.83 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

$23.9 Million
0.01% of portfolio
Two West Capital Advisors LLC Overland Park, KS

232K
Shares

$16.2 Million
13.29% of portfolio
Bank Of America Corp Charlotte, NC

199K
Shares

$13.8 Million
0.0% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

193K
Shares

$13.4 Million
0.16% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$8.61 Million
0.02% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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