Trinity Legacy Partners, LLC Vanguard Scottsdale Fds Vangua Transaction History

Trinity Legacy Partners, LLC

$382 Million
Q1 2025

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

119

Shares Held

5.85M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.45M
Shares

$167 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

825K
Shares

$56.3 Million
0.13% of portfolio
Aurelius Family Office LLC Bedford, NH

320K
Shares

$21.8 Million
11.15% of portfolio
Envestnet Asset Management Inc

288K
Shares

$19.7 Million
0.01% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

192K
Shares

$13.1 Million
0.15% of portfolio

About VANGUARD SCOTTSDALE FDS VANGUA

Ticker BNDW
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