Essential Planning, Llc. Vanguard Bd Index Fd Inc Total Transaction History
Essential Planning, Llc.
- $227 Million
- Q2 2024
A detailed history of Essential Planning, Llc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Essential Planning, Llc. holds 673,921 shares of BND stock, worth $50.7 Million. This represents 21.37% of its overall portfolio holdings.
Number of Shares
673,921
Previous 11,460
5780.64%
Holding current value
$50.7 Million
Previous $832,000
5736.06%
% of portfolio
21.37%
Previous 0.4%
Shares
3 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