Aletheian Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Aletheian Wealth Advisors LLC
- $163 Million
- Q3 2024
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 264,557 shares of BND stock, worth $19.1 Million. This represents 12.16% of its overall portfolio holdings.
Number of Shares
264,557
Previous 240,012
10.23%
Holding current value
$19.1 Million
Previous $17.3 Million
14.91%
% of portfolio
12.16%
Previous 9.46%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,603Shares Held
953MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio