Diversify Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 151,813 shares of BND stock, worth $10.9 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
151,813
Previous 156,934
3.26%
Holding current value
$10.9 Million
Previous $11.5 Billion
5.84%
% of portfolio
0.84%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,577Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.98 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.21 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.6 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.41 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.58 Billion0.07% of portfolio