Kelly Financial Services LLC Vanguard Bd Index Fd Inc Total Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jul 17, 2024	SELL	$68.04 - $73.9 $53,071 - $57,642	-780 Closed	0 $0
Q3 2023 Jul 17, 2024	BUY	$69.63 - $72.91 $54,311 - $56,869	780 New	780 $54.4 Million
Q3 2022 Jul 17, 2024	SELL	$70.77 - $77.08 $7,218 - $7,862	-102 Closed	0 $0
Q2 2022 Jul 17, 2024	BUY	$73.3 - $79.23 $73 - $79	1 Added 0.99%	102 $7.67 Million
Q4 2021 Jul 17, 2024	SELL	$84.47 - $85.89 $26,945 - $27,398	-319 Reduced 75.95%	101 $8.56 Million
Q3 2021 Jul 17, 2024	SELL	$85.45 - $86.85 $695,819 - $707,219	-8,143 Reduced 95.1%	420 $35.9 Million
Q2 2021 Jul 17, 2024	BUY	$84.67 - $85.92 $725,029 - $735,732	8,563 New	8,563 $100,000
Q2 2020 Jul 17, 2024	SELL	$85.6 - $88.34 $43,228 - $44,611	-505 Closed	0 $0
Q1 2020 Jul 17, 2024	BUY	$80.33 - $87.96 $40,566 - $44,419	505 New	505 $43.1 Million

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

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