Tower Wealth Partners, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$73.3 - $79.23 $1.71 Million - $1.85 Million	-23,318 Closed	0 $0
Q1 2022 Apr 15, 2022	BUY	$78.72 - $84.18 $5,746 - $6,145	73 Added 0.31%	23,318 $1.86 Million
Q4 2021 Feb 11, 2022	BUY	$84.47 - $85.89 $7,433 - $7,558	88 Added 0.38%	23,245 $1.97 Million
Q3 2021 Nov 15, 2021	BUY	$85.45 - $86.85 $42,212 - $42,903	494 Added 2.18%	23,157 $1.98 Million
Q2 2021 Aug 12, 2021	SELL	$84.67 - $85.92 $129,037 - $130,942	-1,524 Reduced 6.3%	22,663 $1.95 Million
Q1 2021 May 17, 2021	SELL	$84.36 - $88.07 $2.16 Million - $2.26 Million	-25,647 Reduced 51.46%	24,187 $2.05 Million
Q4 2020 Apr 09, 2021	BUY	$87.44 - $88.49 $4.36 Million - $4.41 Million	49,834 New	49,834 $4.4 Million

Others Institutions Holding BND

# of Institutions

1,541

Shares Held

912M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.65 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.64 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.47 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.11 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.14 Billion
0.06% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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