Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $232 Billion
- Q3 2025
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 18,718 shares of BND stock, worth $1.39 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
18,718
Previous 15,385
21.66%
Holding current value
$1.39 Million
Previous $1.13 Billion
22.89%
% of portfolio
0.6%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,876Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio