High Note Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History

High Note Wealth, LLC

$307 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	N/A	-3,410 Closed	0 $0
Q1 2021 May 04, 2021	BUY	N/A	3,410 New	3,410 $288,000

Others Institutions Holding BND

# of Institutions

1,490

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.51 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.54 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.72 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.43 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.67 Billion
0.05% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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