Oak Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Oak Wealth Advisors LLC
- $135 Billion
- Q1 2025
A detailed history of Oak Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 52,037 shares of BND stock, worth $3.75 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
52,037
Previous 51,466
1.11%
Holding current value
$3.75 Million
Previous $3.7 Billion
3.27%
% of portfolio
2.83%
Previous 2.85%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,771Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.18 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.58 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.83 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.45 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.53 Billion0.09% of portfolio