Epic Trust Investment Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 8,584 shares of BND stock, worth $630,924. This represents 0.73% of its overall portfolio holdings.
Number of Shares
8,584
Previous 11,133
22.9%
Holding current value
$630,924
Previous $808,000
23.51%
% of portfolio
0.73%
Previous 1.05%
Shares
9 transactions
Others Institutions Holding BND
# of Institutions
1,565Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.16 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.36 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.74 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.54 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.66 Billion0.07% of portfolio