Joel Adams & Associates, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 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 22,697 shares of BND stock, worth $1.67 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
22,697
Previous 21,737
4.42%
Holding current value
$1.67 Million
Previous $1.6 Billion
4.67%
% of portfolio
1.48%
Previous 1.44%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,800Shares Held
1.1BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.34 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.73 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.44 Billion7.29% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.58 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio