First Purpose Wealth LLC Vanguard Bd Index Fd Inc Total Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, First Purpose Wealth LLC holds 128,649 shares of BND stock, worth $9.34 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
128,649
Previous 122,673
4.87%
Holding current value
$9.34 Million
Previous $9.02 Million
3.56%
% of portfolio
3.4%
Previous 3.51%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,489Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.62 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.63 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.8 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.5 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.71 Billion0.05% of portfolio