Certus Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
A detailed history of Certus Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Certus Wealth Management, LLC holds 165,105 shares of BND stock, worth $11.9 Million. This represents 8.74% of its overall portfolio holdings.
Number of Shares
165,105
Previous 119,056
38.68%
Holding current value
$11.9 Million
Previous $8.58 Million
44.58%
% of portfolio
8.74%
Previous 6.62%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio