Insight Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$70.55 - $72.66 $100,322 - $103,322	1,422 Added 14.89%	10,969 $790,000
Q1 2024 May 10, 2024	BUY	$71.76 - $73.66 $685,092 - $703,232	9,547 New	9,547 $693,000
Q3 2022 Dec 01, 2022	BUY	$70.77 - $77.08 $636 - $693	9 Added 0.29%	3,071 $219,000
Q2 2022 Jul 13, 2022	SELL	$73.3 - $79.23 $48,671 - $52,608	-664 Reduced 17.82%	3,062 $230,000
Q1 2022 May 02, 2022	BUY	$78.72 - $84.18 $6,612 - $7,071	84 Added 2.31%	3,726 $296,000
Q4 2021 Feb 04, 2022	BUY	$84.47 - $85.89 $84,807 - $86,233	1,004 Added 38.06%	3,642 $309,000
Q3 2021 Nov 05, 2021	BUY	$85.45 - $86.85 $427 - $434	5 Added 0.19%	2,638 $225,000
Q2 2021 Jul 14, 2021	BUY	$84.67 - $85.92 $222,936 - $226,227	2,633 New	2,633 $226,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.06 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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