Goal Fusion Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q4 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 68,060 shares of BND stock, worth $4.95 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
68,060
Previous 66,661
2.1%
Holding current value
$4.95 Million
Previous $5.01 Million
2.24%
% of portfolio
2.67%
Previous 2.78%
Shares
13 transactions
Others Institutions Holding BND
# of Institutions
1,720Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.63 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.51 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.32 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.21 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.22 Billion0.07% of portfolio