Triad Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 243,841 shares of BND stock, worth $17.7 Million. This represents 9.21% of its overall portfolio holdings.
Number of Shares
243,841
Previous 205,353
18.74%
Holding current value
$17.7 Million
Previous $14.9 Billion
17.79%
% of portfolio
9.21%
Previous 11.44%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,493Shares Held
877MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.63 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.64 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.81 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.51 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.71 Billion0.05% of portfolio