Martel Wealth Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History
Martel Wealth Advisors Inc
- $489 Billion
- Q3 2024
A detailed history of Martel Wealth Advisors Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Martel Wealth Advisors Inc holds 1,298,339 shares of BND stock, worth $93.2 Million. This represents 19.69% of its overall portfolio holdings.
Number of Shares
1,298,339
Previous 1,260,283
3.02%
Holding current value
$93.2 Million
Previous $90.8 Billion
6.02%
% of portfolio
19.69%
Previous 19.48%
Shares
25 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