Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 110,879 shares of BND stock, worth $8.32 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
110,879
Previous 110,923
0.04%
Holding current value
$8.32 Million
Previous $8.06 Million
0.83%
% of portfolio
6.87%
Previous 6.88%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,522Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.93 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.71 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.34 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.33 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.26 Billion0.06% of portfolio