Morris Financial Concepts, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Morris Financial Concepts, Inc.
- $229 Million
- Q3 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 822 shares of BND stock, worth $59,668. This represents 0.03% of its overall portfolio holdings.
Number of Shares
822
Previous 599
37.23%
Holding current value
$59,668
Previous $43,000
41.86%
% of portfolio
0.03%
Previous 0.02%
Shares
4 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