Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 9,915 shares of BND stock, worth $711,401. This represents 0.46% of its overall portfolio holdings.
Number of Shares
9,915Holding current value
$711,401% of portfolio
0.46%Shares
1 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
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Jpmorgan Chase & CO New York, NY89MShares$6.39 Billion0.55% of portfolio
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Vanguard Group Inc Valley Forge, PA49.7MShares$3.57 Billion0.07% of portfolio