Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 110,923 shares of BND stock, worth $8.1 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
110,923
Previous 109,809
1.01%
Holding current value
$8.1 Million
Previous $8.08 Billion
99.9%
% of portfolio
6.88%
Previous 7.44%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,499Shares Held
879MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.67 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.67 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.83 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.53 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.73 Billion0.05% of portfolio