Collaborative Wealth Managment Inc. Vanguard Bd Index Fd Inc Total Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 13,922 shares of BND stock, worth $1.05 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
13,922
Previous 13,937
0.11%
Holding current value
$1.05 Million
Previous $1.01 Million
0.89%
% of portfolio
0.5%
Previous 0.52%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.94 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.71 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.34 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.34 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.26 Billion0.06% of portfolio