Copperleaf Capital, LLC Vanguard Bd Index Fd Inc Total Transaction History
Copperleaf Capital, LLC
- $123 Million
- Q4 2024
A detailed history of Copperleaf Capital, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Copperleaf Capital, LLC holds 5,692 shares of BND stock, worth $411,759. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,692
Previous 4,222
34.82%
Holding current value
$411,759
Previous $317,000
29.02%
% of portfolio
0.33%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,621Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio