Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 10,891 shares of BND stock, worth $780,449. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,891
Previous 9,813
10.99%
Holding current value
$780,449
Previous $712,000
11.1%
% of portfolio
0.06%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,490Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.51 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.54 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.72 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.43 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.67 Billion0.05% of portfolio