Worth Asset Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Worth Asset Management, LLC
- $175 Million
- Q4 2024
A detailed history of Worth Asset Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Worth Asset Management, LLC holds 43,238 shares of BND stock, worth $3.15 Million. This represents 1.78% of its overall portfolio holdings.
Number of Shares
43,238
Previous 58,463
26.04%
Holding current value
$3.15 Million
Previous $4.39 Million
29.2%
% of portfolio
1.78%
Previous 2.56%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,718Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.63 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.51 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.32 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.21 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.22 Billion0.07% of portfolio