Surevest, LLC Vanguard Bd Index Fd Inc Total Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Surevest, LLC holds 27,644 shares of BND stock, worth $2 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
27,644
Previous 27,800
0.56%
Holding current value
$2 Million
Previous $2.09 Million
5.74%
% of portfolio
0.54%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,659Shares Held
1.07BCall Options Held
379KPut Options Held
28.3K-
Northwestern Mutual Wealth Management CO117MShares$8.46 Billion7.13% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.2 Billion0.07% of portfolio