Unique Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$69.63 - $72.91 $147,685 - $154,642	2,121 Added 33.68%	8,419 $587 Million
Q2 2023 Jul 21, 2023	BUY	$72.23 - $74.46 $454,904 - $468,949	6,298 New	6,298 $458 Million

Others Institutions Holding BND

# of Institutions

1,577

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$7.98 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.21 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.6 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.41 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.58 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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