Genesis Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 87,316 shares of BND stock, worth $6.42 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
87,316
Previous 42,464
105.62%
Holding current value
$6.42 Million
Previous $3.05 Billion
110.03%
% of portfolio
5.19%
Previous 2.66%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,754Shares Held
1.09BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.72 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.59 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.39 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.28 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.27 Billion0.07% of portfolio