One Wealth Management Investment & Advisory Services, LLC Vanguard Bd Index Fd Inc Total Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$68.04 - $73.9 $2.25 Million - $2.44 Million	33,065 New	33,065 $2.43 Billion

Others Institutions Holding BND

# of Institutions

1,566

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.13 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.34 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.72 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.52 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.64 Billion
0.07% of portfolio

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