Octavia Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Octavia Wealth Advisors, LLC
- $1.01 Billion
- Q4 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 4,536 shares of BND stock, worth $336,389. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,536
Previous 4,712
3.74%
Holding current value
$336,389
Previous $350,000
4.0%
% of portfolio
0.03%
Previous 0.04%
Shares
16 transactions
Others Institutions Holding BND
# of Institutions
1,899Shares Held
1.17BCall 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, PA78.9MShares$5.85 Billion0.09% of portfolio