Diversify Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
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 128,884 shares of BND stock, worth $9.38 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
128,884
Previous 151,813
15.1%
Holding current value
$9.38 Million
Previous $10.8 Billion
12.35%
% of portfolio
0.7%
Previous 0.84%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,776Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.26 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.65 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.9 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.51 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.57 Billion0.09% of portfolio