Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 159,662 shares of BND stock, worth $11.8 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
159,662
Previous 171,209
6.74%
Holding current value
$11.8 Million
Previous $12.6 Million
5.81%
% of portfolio
8.0%
Previous 9.14%
Shares
8 transactions
Others Institutions Holding BND
# of Institutions
1,875Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio