Falcon Wealth Planning Vanguard Bd Index Fd Inc Total Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Falcon Wealth Planning holds 356,932 shares of BND stock, worth $25.8 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
356,932
Previous 298,399
19.62%
Holding current value
$25.8 Million
Previous $21.9 Million
18.12%
% of portfolio
4.11%
Previous 3.84%
Shares
14 transactions
Others Institutions Holding BND
# of Institutions
1,495Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.61 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.78 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.48 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.7 Billion0.05% of portfolio