Pacific Capital Wealth Advisors, Inc Vanguard Bd Index Fd Inc Total Transaction History
Pacific Capital Wealth Advisors, Inc
- $576 Million
- Q1 2025
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,011,445 shares of BND stock, worth $73.2 Million. This represents 12.87% of its overall portfolio holdings.
Number of Shares
1,011,445
Previous 969,817
4.29%
Holding current value
$73.2 Million
Previous $69.7 Million
6.34%
% of portfolio
12.87%
Previous 11.67%
Shares
16 transactions
Others Institutions Holding BND
# of Institutions
1,741Shares Held
1.1BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.59 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.46 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.28 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.17 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.2 Billion0.07% of portfolio