Kathleen S. Wright Associates Inc. Vanguard Bd Index Fd Inc Total Transaction History
Kathleen S. Wright Associates Inc.
- $215 Million
- Q1 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 27,293 shares of BND stock, worth $1.97 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
27,293
Previous 27,872
2.08%
Holding current value
$1.97 Million
Previous $2.05 Million
3.27%
% of portfolio
0.92%
Previous 1.02%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,489Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.55 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.58 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.75 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.46 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.69 Billion0.05% of portfolio