Goal Fusion Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Goal Fusion Wealth Management, LLC
- $183 Million
- Q1 2025
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 52,986 shares of BND stock, worth $3.83 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
52,986
Previous 68,060
22.15%
Holding current value
$3.83 Million
Previous $4.89 Million
20.49%
% of portfolio
2.13%
Previous 2.67%
Shares
14 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