Collaborative Wealth Managment Inc. Vanguard Bd Index Fd Inc Total Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 7,296 shares of BND stock, worth $537,423. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,296
Previous 12,822
43.1%
Holding current value
$537,423
Previous $963,000
45.59%
% of portfolio
0.24%
Previous 0.45%
Shares
13 transactions
Others Institutions Holding BND
# of Institutions
1,728Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.74 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.61 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.41 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.3 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.28 Billion0.07% of portfolio