Venturi Wealth Management, LLC Vanguard Scottsdale Fds Vangua Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Scottsdale Fds Vangua stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 21 shares of BNDW stock, worth $1,452. This represents 0.0% of its overall portfolio holdings.
Number of Shares
21
Previous 21
-0.0%
Holding current value
$1,452
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BNDW
# of Institutions
105Shares Held
2.43MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc343KShares$23.7 Million0.01% of portfolio
-
Two West Capital Advisors LLC Overland Park, KS232KShares$16.1 Million13.29% of portfolio
-
Bank Of America Corp Charlotte, NC199KShares$13.7 Million0.0% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA193KShares$13.3 Million0.16% of portfolio
-
Wealth Enhancement Advisory Services, LLC123KShares$8.54 Million0.02% of portfolio