Dynamic Wealth Strategies, LLC Vanguard Bd Index Fd Inc Total Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
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 171,209 shares of BND stock, worth $12.8 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
171,209
Previous 121,434
40.99%
Holding current value
$12.8 Million
Previous $8.92 Million
41.34%
% of portfolio
9.14%
Previous 7.47%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,825Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.16 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.6 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.97 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.72 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$5.03 Billion0.08% of portfolio