Collaborative Wealth Managment Inc. Vanguard Bd Index Fd Inc Total Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
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 5,391 shares of BND stock, worth $395,807. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,391
Previous 5,810
7.21%
Holding current value
$395,807
Previous $426,000
7.04%
% of portfolio
0.18%
Previous 0.21%
Shares
15 transactions
Others Institutions Holding BND
# of Institutions
1,800Shares Held
1.1BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.34 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.73 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.44 Billion7.29% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.58 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio