Balanced Rock Investment Advisor Vanguard Bd Index Fd Inc Total Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 40,074 shares of BND stock, worth $2.91 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
40,074
Previous 38,607
3.8%
Holding current value
$2.91 Million
Previous $2.78 Billion
8.21%
% of portfolio
2.36%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.06 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio