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 $9.36 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
128,649
Previous 122,673
4.87%
Holding current value
$9.36 Million
Previous $9.02 Million
3.56%
% of portfolio
3.4%
Previous 3.51%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,718Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.63 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.51 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.32 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.21 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.22 Billion0.07% of portfolio