Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 116,007 shares of BND stock, worth $8.32 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
116,007
Previous 93,761
23.73%
Holding current value
$8.32 Million
Previous $6.76 Billion
28.98%
% of portfolio
4.36%
Previous 3.71%
Shares
8 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.96 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.19 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.58 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.39 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.57 Billion0.07% of portfolio