Goal Fusion Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q4 2024
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 68,060 shares of BND stock, worth $4.89 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
68,060
Previous 66,661
2.1%
Holding current value
$4.89 Million
Previous $5.01 Million
2.24%
% of portfolio
2.67%
Previous 2.78%
Shares
13 transactions
Others Institutions Holding BND
# of Institutions
1,659Shares Held
1.07BCall Options Held
379KPut Options Held
28.3K-
Northwestern Mutual Wealth Management CO117MShares$8.4 Billion7.13% of portfolio
-
Morgan Stanley New York, NY100MShares$7.2 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.12 Billion0.58% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.59 Billion6.84% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.17 Billion0.07% of portfolio