Essential Planning, Llc. Vanguard Bd Index Fd Inc Total Transaction History
Essential Planning, Llc.
- $243 Million
- Q3 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Essential Planning, Llc. holds 690,326 shares of BND stock, worth $50 Million. This represents 21.38% of its overall portfolio holdings.
Number of Shares
690,326
Previous 673,921
2.43%
Holding current value
$50 Million
Previous $48.6 Million
6.78%
% of portfolio
21.38%
Previous 21.37%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.04 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.26 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.65 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.45 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio