Summit Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 51,422 shares of BND stock, worth $3.76 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
51,422
Previous 52,776
2.57%
Holding current value
$3.76 Million
Previous $3.8 Billion
1.57%
% of portfolio
0.74%
Previous 0.79%
Shares
20 transactions
Others Institutions Holding BND
# of Institutions
1,537Shares Held
910MCall Options Held
155KPut Options Held
94.7K-
Northwestern Mutual Wealth Management CO106MShares$7.73 Billion7.52% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.71 Billion6.84% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.54 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.17 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.17 Billion0.06% of portfolio