Oak Harbor Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History
Oak Harbor Wealth Partners, LLC
- $349 Million
- Q3 2024
A detailed history of Oak Harbor Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 7,756 shares of BND stock, worth $570,066. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,756
Previous 6,534
18.7%
Holding current value
$570,066
Previous $470,000
23.83%
% of portfolio
0.17%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,565Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.16 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.36 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.74 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.54 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.66 Billion0.07% of portfolio