Summit Asset Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Summit Asset Management, LLC
- $639 Million
- Q3 2025
A detailed history of Summit Asset Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Asset Management, LLC holds 4,239 shares of BND stock, worth $314,364. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,239
Previous 5,353
20.81%
Holding current value
$314,364
Previous $394,000
20.05%
% of portfolio
0.05%
Previous 0.07%
Shares
3 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