Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Total Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 6,123 shares of BND stock, worth $445,509. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,123
Previous 7,717
20.66%
Holding current value
$445,509
Previous $556,000
17.45%
% of portfolio
0.25%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.07 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.29 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.67 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.48 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.62 Billion0.07% of portfolio