Balanced Rock Investment Advisor Vanguard Bd Index Fd Inc Total Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
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 43,376 shares of BND stock, worth $3.16 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
43,376
Previous 41,600
4.27%
Holding current value
$3.16 Million
Previous $2.99 Billion
6.5%
% of portfolio
2.54%
Previous 2.37%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,776Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.26 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.65 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.9 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.51 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.57 Billion0.09% of portfolio