Soa Wealth Advisors, Llc. Vanguard Bd Index Fd Inc Total Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,698 shares of BND stock, worth $348,403. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,698
Previous 4,663
0.75%
Holding current value
$348,403
Previous $343,000
1.75%
% of portfolio
0.04%
Previous 0.04%
Shares
19 transactions
Others Institutions Holding BND
# of Institutions
1,881Shares 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