Optivise Advisory Services LLC Vanguard Bd Index Fd Inc Total Transaction History
Optivise Advisory Services LLC
- $178 Billion
- Q1 2025
A detailed history of Optivise Advisory Services LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,542 shares of BND stock, worth $762,608. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,542
Previous 11,049
4.59%
Holding current value
$762,608
Previous $795 Million
2.54%
% of portfolio
0.43%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,772Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.21 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.85 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.47 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.54 Billion0.09% of portfolio