Optivise Advisory Services LLC Vanguard Bd Index Fd Inc Total Transaction History
Optivise Advisory Services LLC
- $186 Billion
- Q4 2024
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,049 shares of BND stock, worth $801,383. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,049
Previous 10,993
0.51%
Holding current value
$801,383
Previous $826 Million
3.78%
% of portfolio
0.43%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,698Shares Held
1.11BCall Options Held
55.5KPut Options Held
20.1K-
Morgan Stanley New York, NY119MShares$8.6 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.48 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.29 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.19 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.21 Billion0.07% of portfolio