Mark Sheptoff Financial Planning, LLC Vanguard Bd Index Fd Inc Total Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 110 shares of BND stock, worth $7,984. This represents 0.0% of its overall portfolio holdings.
Number of Shares
110
Previous 110
-0.0%
Holding current value
$7,984
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 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