Fermata Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,800 shares of BND stock, worth $491,912. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,800
Previous 14,358
52.64%
Holding current value
$491,912
Previous $1.03 Million
51.74%
% of portfolio
0.1%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding BND
# of Institutions
1,774Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.21 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.85 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.47 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.54 Billion0.09% of portfolio