Capital Advisors Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Capital Advisors Wealth Management, LLC
- $504 Million
- Q2 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 4,711 shares of BND stock, worth $354,644. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,711
Previous 4,621
1.95%
Holding current value
$354,644
Previous $335,000
1.19%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.95 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.73 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.36 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.35 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.27 Billion0.06% of portfolio