Geometric Wealth Advisors Vanguard Bd Index Fd Inc Total Transaction History
Geometric Wealth Advisors
- $561 Million
- Q1 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,120 shares of BND stock, worth $225,700. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,120
Previous 30,962
89.92%
Holding current value
$225,700
Previous $2.23 Million
89.71%
% of portfolio
0.04%
Previous 0.42%
Shares
4 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