Goal Fusion Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Goal Fusion Wealth Management, LLC
- $180 Million
- Q3 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 66,661 shares of BND stock, worth $4.83 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
66,661
Previous 52,900
26.01%
Holding current value
$4.83 Million
Previous $3.81 Million
31.36%
% of portfolio
2.78%
Previous 2.37%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,543Shares Held
912MCall Options Held
155KPut Options Held
94.7K-
Northwestern Mutual Wealth Management CO106MShares$7.65 Billion7.52% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.64 Billion6.84% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.47 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.11 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.14 Billion0.06% of portfolio