Balanced Wealth Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Balanced Wealth Group LLC
- $224 Billion
- Q1 2024
A detailed history of Balanced Wealth Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Balanced Wealth Group LLC holds 7,511 shares of BND stock, worth $541,317. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,511
Previous 15,597
51.84%
Holding current value
$541,317
Previous $1.15 Billion
53.13%
% of portfolio
0.24%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,491Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.56 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.58 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.76 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.46 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.69 Billion0.05% of portfolio