W.G. Shaheen & Associates Dba Whitney & CO Vanguard Bd Index Fd Inc Total Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-130 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	25 Added 23.81%	130 $10,000
Q1 2018 May 11, 2018	BUY	N/A	105 New	105 $8,000

Others Institutions Holding BND

# of Institutions

1,534

Shares Held

912M

Call Options Held

155K

Put Options Held

94.7K

Northwestern Mutual Wealth Management CO

106M
Shares

$7.66 Billion
7.52% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.65 Billion
6.84% of portfolio
Morgan Stanley New York, NY

89.4M
Shares

$6.48 Billion
0.51% of portfolio
Jpmorgan Chase & CO New York, NY

84.3M
Shares

$6.12 Billion
0.54% of portfolio
Vanguard Group Inc Valley Forge, PA

43.4M
Shares

$3.15 Billion
0.06% of portfolio

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