Sugarloaf Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 53 shares of BNDW stock, worth $3,715. This represents 0.0% of its overall portfolio holdings.
Number of Shares
53
Previous 52
1.92%
Holding current value
$3,715
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding BNDW
# of Institutions
111Shares Held
5.86MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.61MShares$183 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO332KShares$23.3 Million0.05% of portfolio
-
Aurelius Family Office LLC Bedford, NH323KShares$22.6 Million10.58% of portfolio
-
Betterment LLC New York, NY310KShares$21.7 Million0.05% of portfolio
-
Envestnet Asset Management Inc280KShares$19.7 Million0.01% of portfolio