Trinity Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 4,450 shares of BND stock, worth $324,850. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,450
Previous 3,711
19.91%
Holding current value
$324,850
Previous $278,000
14.75%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,729Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.66 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.54 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.34 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.23 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.24 Billion0.07% of portfolio