Orgel Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Orgel Wealth Management, LLC
- $4.24 Billion
- Q4 2025
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 1,565,416 shares of BND stock, worth $116 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
1,565,416
Previous 1,491,677
4.94%
Holding current value
$116 Million
Previous $111 Million
4.65%
% of portfolio
2.74%
Previous 2.67%
Shares
16 transactions
Others Institutions Holding BND
# of Institutions
1,877Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio