Perigon Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 135,804 shares of BND stock, worth $9.78 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
135,804
Previous 107,444
26.4%
Holding current value
$9.78 Million
Previous $8.07 Million
21.0%
% of portfolio
0.25%
Previous 0.22%
Shares
33 transactions
Others Institutions Holding BND
# of Institutions
1,594Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.99 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.22 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.61 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.41 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.58 Billion0.07% of portfolio