Oak Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Oak Wealth Advisors LLC
- $156 Billion
- Q2 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 60,940 shares of BND stock, worth $4.56 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
60,940
Previous 52,037
17.11%
Holding current value
$4.56 Million
Previous $3.82 Billion
17.4%
% of portfolio
2.88%
Previous 2.83%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,826Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.16 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.6 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.97 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.72 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$5.03 Billion0.08% of portfolio