Hapanowicz & Associates Financial Services, Inc Vanguard Bd Index Fd Inc Total Transaction History

Hapanowicz & Associates Financial Services, Inc

$175 Million
Q1 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 23, 2020	SELL	N/A	-16,331 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	N/A	16,331 New	16,331 $1.37 Million
Q3 2019 Oct 28, 2019	SELL	N/A	-58,638 Closed	0 $0
Q2 2019 Jul 29, 2019	BUY	N/A	1,780 Added 3.13%	58,638 $4.87 Million
Q1 2019 Apr 18, 2019	BUY	N/A	982 Added 1.76%	56,858 $4.62 Million

Q4 2018 Feb 05, 2019	SELL	N/A	-853 Reduced 1.5%	55,876 $4.43 Million
Q3 2018 Oct 17, 2018	BUY	N/A	1,870 Added 3.41%	56,729 $4.45 Million
Q2 2018 Jul 19, 2018	BUY	N/A	6,066 Added 12.43%	54,859 $4.33 Million
Q1 2018 Apr 17, 2018	BUY	N/A	4,978 Added 11.36%	48,793 $3.89 Million
Q4 2017 Jan 25, 2018	BUY	N/A	2,675 Added 6.5%	43,815 $3.56 Million
Q3 2017 Nov 06, 2017	BUY	N/A	41,140	41,140 $3.36 Million

Others Institutions Holding BND

# of Institutions

1,494

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.59 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.61 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.78 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.48 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.7 Billion
0.05% of portfolio

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