Cassaday & CO Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Cassaday & CO Wealth Management LLC
- $2.91 Billion
- Q2 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 8,916 shares of BND stock, worth $668,343. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,916
Previous 4,143
115.21%
Holding current value
$668,343
Previous $300,000
114.0%
% of portfolio
0.02%
Previous 0.01%
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$7.92 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.7 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.33 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.32 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.25 Billion0.06% of portfolio