Trinity Legacy Partners, LLC Vanguard Scottsdale Fds Vangua Transaction History

Trinity Legacy Partners, LLC

$351 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 20, 2021	SELL	$81.31 - $82.21 $360,365 - $364,354	-4,432 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$81.33 - $82.46 $360,454 - $365,462	4,432 New	4,432 $363,000

Others Institutions Holding BNDW

# of Institutions

104

Shares Held

2.49M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

367K
Shares

$25.7 Million
0.01% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

209K
Shares

$14.6 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

189K
Shares

$13.3 Million
0.0% of portfolio
Two West Capital Advisors LLC Overland Park, KS

160K
Shares

$11.2 Million
10.4% of portfolio
Royal Bank Of Canada Toronto, A6

114K
Shares

$7.99 Million
0.0% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

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