Brass Tax Wealth Management, Inc Vanguard Bd Index Fd Inc Total Transaction History
Brass Tax Wealth Management, Inc
- $252 Million
- Q3 2024
A detailed history of Brass Tax Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 73,192 shares of BND stock, worth $5.25 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
73,192
Previous 34,368
112.97%
Holding current value
$5.25 Million
Previous $2.48 Billion
99.78%
% of portfolio
2.18%
Previous 1.07%
Shares
3 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