Balanced Rock Investment Advisor Vanguard Bd Index Fd Inc Total Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 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 38,607 shares of BND stock, worth $2.86 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
38,607
Previous 39,204
1.52%
Holding current value
$2.86 Million
Previous $2.85 Billion
2.31%
% of portfolio
2.34%
Previous 2.43%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
890MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.83 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.63 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.26 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.25 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.22 Billion0.06% of portfolio