Orgel Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 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 1,466,307 shares of BND stock, worth $107 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
1,466,307
Previous 2,285,794
35.85%
Holding current value
$107 Million
Previous $168 Million
35.58%
% of portfolio
2.75%
Previous 4.62%
Shares
14 transactions
Others Institutions Holding BND
# of Institutions
1,784Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.32 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.71 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.95 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.56 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.6 Billion0.09% of portfolio