Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Aegis Wealth Management LLC holds 22,399 shares of BND stock, worth $1.62 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
22,399
Previous 19,013
17.81%
Holding current value
$1.62 Million
Previous $1.37 Billion
20.33%
% of portfolio
0.97%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,774Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.21 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.85 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.47 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.54 Billion0.09% of portfolio