Schwallier Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Schwallier Wealth Management LLC
- $123 Billion
- Q2 2024
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 126,475 shares of BND stock, worth $9.24 Million. This represents 7.4% of its overall portfolio holdings.
Number of Shares
126,475
Previous 127,666
0.93%
Holding current value
$9.24 Million
Previous $9.27 Billion
1.72%
% of portfolio
7.4%
Previous 7.47%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,536Shares Held
911MCall Options Held
155KPut Options Held
94.7K-
Northwestern Mutual Wealth Management CO106MShares$7.72 Billion7.52% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.7 Billion6.84% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.53 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.16 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.17 Billion0.06% of portfolio