Level Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Level Wealth Management LLC
- $142 Billion
- Q4 2024
A detailed history of Level Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Level Wealth Management LLC holds 336,857 shares of BND stock, worth $24.3 Million. This represents 17.11% of its overall portfolio holdings.
Number of Shares
336,857Holding current value
$24.3 Million% of portfolio
17.11%Shares
1 transactions
Others Institutions Holding BND
# of Institutions
1,594Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$7.99 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.22 Billion0.56% of portfolio
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Creative Planning Overland Park, KS91.7MShares$6.61 Billion6.84% of portfolio
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Jpmorgan Chase & CO New York, NY89MShares$6.41 Billion0.55% of portfolio
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Vanguard Group Inc Valley Forge, PA49.7MShares$3.58 Billion0.07% of portfolio