Kathleen S. Wright Associates Inc. Vanguard Bd Index Fd Inc Total Transaction History
Kathleen S. Wright Associates Inc.
- $256 Million
- Q3 2025
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 27,710 shares of BND stock, worth $2.05 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
27,710
Previous 27,153
2.05%
Holding current value
$2.05 Million
Previous $2 Million
3.05%
% of portfolio
0.8%
Previous 0.82%
Shares
16 transactions
Others Institutions Holding BND
# of Institutions
1,876Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio