Bwm Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Bwm Planning, LLC holds 8,163 shares of BND stock, worth $592,144. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,163

Holding current value

$592,144

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$71.45 - $75.64 $583,246 - $617,449	8,163 New	8,163 $613 Million

Others Institutions Holding BND

# of Institutions

1,539

Shares Held

911M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.66 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.65 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.48 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.12 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.15 Billion
0.06% of portfolio

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