Roger Wittlin Investment Advisory, LLC Vanguard Bd Index Fd Inc Total Transaction History
Roger Wittlin Investment Advisory, LLC
- $178 Million
- Q3 2025
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 31,297 shares of BND stock, worth $2.32 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
31,297
Previous 35,235
11.18%
Holding current value
$2.32 Million
Previous $2.59 Million
10.29%
% of portfolio
1.31%
Previous 1.47%
Shares
16 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