Clearview Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 3,159 shares of BND stock, worth $228,522. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,159
Previous 2,833
11.51%
Holding current value
$228,522
Previous $212,000
7.08%
% of portfolio
0.17%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding BND
# of Institutions
1,615Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio