Madison Wealth Partners, Inc Vanguard Bd Index Fd Inc Total Transaction History

Madison Wealth Partners, Inc

$271 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 19, 2021	SELL	N/A	-2,314 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	N/A	2,314 New	2,314 $204,000

Others Institutions Holding BND

# of Institutions

1,494

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.59 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.61 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.78 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.48 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.7 Billion
0.05% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.