Falcon Wealth Planning Vanguard Bd Index Fd Inc Total Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Falcon Wealth Planning holds 7,716 shares of BND stock, worth $572,218. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,716
Previous 6,640
16.2%
Holding current value
$572,218
Previous $488,000
17.42%
% of portfolio
0.06%
Previous 0.05%
Shares
17 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
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Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio