Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 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 112,933 shares of BND stock, worth $8.15 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
112,933
Previous 110,879
1.85%
Holding current value
$8.15 Million
Previous $7.99 Million
6.17%
% of portfolio
6.92%
Previous 6.87%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio