Trajan Wealth LLC Vanguard Bd Index Fd Inc Total Transaction History
Trajan Wealth LLC
- $1.7 Trillion
- Q3 2024
A detailed history of Trajan Wealth LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trajan Wealth LLC holds 513,047 shares of BND stock, worth $37.3 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
513,047
Previous 412,520
24.37%
Holding current value
$37.3 Million
Previous $29.7 Billion
29.65%
% of portfolio
2.27%
Previous 1.91%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.07 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.29 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.67 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.48 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.62 Billion0.07% of portfolio