Ep Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Ep Wealth Advisors, LLC
- $9.28 Billion
- Q2 2024
A detailed history of Ep Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 71,868 shares of BND stock, worth $5.41 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
71,868
Previous 60,230
19.32%
Holding current value
$5.41 Million
Previous $4.37 Million
18.38%
% of portfolio
0.06%
Previous 0.05%
Shares
24 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.95 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.73 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.36 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.35 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.27 Billion0.06% of portfolio