Joel Adams & Associates, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 22,697 shares of BND stock, worth $1.69 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
22,697
Previous 21,737
4.42%
Holding current value
$1.69 Million
Previous $1.6 Billion
4.67%
% of portfolio
1.48%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,826Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.09 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.53 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.91 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.67 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$4.99 Billion0.08% of portfolio