Oak Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Oak Wealth Advisors LLC
- $172 Billion
- Q3 2025
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 69,608 shares of BND stock, worth $5.16 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
69,608
Previous 60,940
14.22%
Holding current value
$5.16 Million
Previous $4.49 Billion
15.37%
% of portfolio
3.01%
Previous 2.88%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,876Shares 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
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio