Wealth Effects LLC Vanguard Bd Index Fd Inc Total Transaction History
Wealth Effects LLC
- $255 Million
- Q4 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wealth Effects LLC holds 8,909 shares of BND stock, worth $651,604. This represents 0.25% of its overall portfolio holdings.
Number of Shares
8,909
Previous 9,741
8.54%
Holding current value
$651,604
Previous $731,000
12.45%
% of portfolio
0.25%
Previous 0.29%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,727Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.68 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.55 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.36 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.25 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.25 Billion0.07% of portfolio