Perissos Private Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 3,057 shares of BND stock, worth $220,745. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,057
Previous 3,290
7.08%
Holding current value
$220,745
Previous $237 Million
3.14%
% of portfolio
0.18%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio