Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 6,414 shares of BND stock, worth $460,845. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,414
Previous 4,041
58.72%
Holding current value
$460,845
Previous $290 Million
66.35%
% of portfolio
0.31%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.97 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.2 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.59 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.4 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.57 Billion0.07% of portfolio