Heritage Wealth Advisors Vanguard Bd Index Fd Inc Total Transaction History
Heritage Wealth Advisors
- $2.06 Billion
- Q3 2024
A detailed history of Heritage Wealth Advisors transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,965 shares of BND stock, worth $139,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,965
Previous 584
236.47%
Holding current value
$139,986
Previous $42,000
250.0%
% of portfolio
0.01%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.91 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.14 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.53 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.34 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.54 Billion0.07% of portfolio