Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Aletheian Wealth Advisors LLC
- $170 Million
- Q1 2025
A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 290,529 shares of BND stock, worth $21 Million. This represents 12.51% of its overall portfolio holdings.
Number of Shares
290,529
Previous 268,620
8.16%
Holding current value
$21 Million
Previous $19.3 Million
10.28%
% of portfolio
12.51%
Previous 11.93%
Shares
14 transactions
Others Institutions Holding BND
# of Institutions
1,771Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.19 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.58 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.84 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.45 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.53 Billion0.09% of portfolio