Shakespeare Wealth Management, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Shakespeare Wealth Management, Inc.
- $369 Million
- Q4 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 25,893 shares of BND stock, worth $1.89 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,893
Previous 22,679
14.17%
Holding current value
$1.89 Million
Previous $1.7 Million
9.28%
% of portfolio
0.5%
Previous 0.45%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,730Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.67 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.55 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.35 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.25 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.24 Billion0.07% of portfolio