Joel Adams & Associates, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 21,737 shares of BND stock, worth $1.58 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
21,737
Previous 20,294
7.11%
Holding current value
$1.58 Million
Previous $1.46 Billion
9.41%
% of portfolio
1.44%
Previous 1.33%
Shares
2 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$9.26 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.65 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.9 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.51 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.57 Billion0.09% of portfolio