Org Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Org Wealth Partners, LLC

$139 Million
Q4 2024

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Org Wealth Partners, LLC holds 19 shares of BND stock, worth $1,374. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,374

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$71.75 - $75.11 $1,363 - $1,427	19 New	19 $1,000

Others Institutions Holding BND

# of Institutions

1,716

Shares Held

1.13B

Call Options Held

73.9K

Put Options Held

10.4K

Morgan Stanley New York, NY

119M
Shares

$8.58 Billion
0.61% of portfolio
Northwestern Mutual Wealth Management CO

117M
Shares

$8.46 Billion
7.13% of portfolio
Creative Planning Overland Park, KS

101M
Shares

$7.28 Billion
7.05% of portfolio
Jpmorgan Chase & CO New York, NY

99.1M
Shares

$7.17 Billion
0.58% of portfolio
Vanguard Group Inc Valley Forge, PA

58M
Shares

$4.2 Billion
0.07% of portfolio

View Full List

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
Sector ETFs
Industry ETFs

More about BND

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Account

Org Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History