Paragon Private Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 3,161 shares of BND stock, worth $229,109. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,161
Previous 3,810
17.03%
Holding current value
$229,109
Previous $274,000
13.5%
% of portfolio
0.12%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,563Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.04 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.26 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.65 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.45 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio