Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $175 Billion
- Q1 2025
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 11,752 shares of BND stock, worth $859,893. This represents 0.49% of its overall portfolio holdings.
Number of Shares
11,752
Previous 10,898
7.84%
Holding current value
$859,893
Previous $784 Million
10.14%
% of portfolio
0.49%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,777Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.31 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.7 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.94 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.55 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.59 Billion0.09% of portfolio