Orgel Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 4,243,079 shares of BND stock, worth $308 Million. This represents 8.28% of its overall portfolio holdings.
Number of Shares
4,243,079
Previous 4,154,480
2.13%
Holding current value
$308 Million
Previous $299 Million
6.47%
% of portfolio
8.28%
Previous 8.36%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.06 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio