Meritas Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Meritas Wealth Management, LLC
- $166 Billion
- Q4 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 42,253 shares of BND stock, worth $3.05 Million. This represents 1.83% of its overall portfolio holdings.
Number of Shares
42,253
Previous 32,045
31.86%
Holding current value
$3.05 Million
Previous $2.41 Billion
26.24%
% of portfolio
1.83%
Previous 1.49%
Shares
9 transactions
Others Institutions Holding BND
# of Institutions
1,624Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.02 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.24 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio