Marcum Wealth, LLC Vanguard Bd Index Fd Inc Total Transaction History
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Marcum Wealth, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,021 shares of BND stock, worth $291,924. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,021
Previous 4,201
4.28%
Holding current value
$291,924
Previous $302,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
20 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.06 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio