High Note Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History

High Note Wealth, LLC

$350 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$84.67 - $85.92 $288,724 - $292,987	-3,410 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$84.36 - $88.07 $287,667 - $300,318	3,410 New	3,410 $288,000

Others Institutions Holding BND

# of Institutions

1,538

Shares Held

912M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.71 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.69 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.52 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.16 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.17 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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