Platte River Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History

Platte River Wealth Advisors, LLC

$378 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 12, 2024	SELL	$68.04 - $73.9 $796,884 - $865,516	-11,712 Reduced 78.53%	3,202 $235,000
Q3 2023 Oct 11, 2023	BUY	$69.63 - $72.91 $100,545 - $105,282	1,444 Added 10.72%	14,914 $1.04 Million
Q2 2023 Jul 07, 2023	SELL	$72.23 - $74.46 $16,107 - $16,604	-223 Reduced 1.63%	13,470 $979,000
Q1 2023 Apr 07, 2023	SELL	$71.33 - $74.57 $344,024 - $359,651	-4,823 Reduced 26.05%	13,693 $1.01 Million
Q4 2022 Jan 13, 2023	SELL	$69.38 - $73.88 $69,033 - $73,510	-995 Reduced 5.1%	18,516 $0
Q3 2022 Oct 21, 2022	BUY	$70.77 - $77.08 $227,596 - $247,889	3,216 Added 19.74%	19,511 $1.39 Million
Q2 2022 Jul 08, 2022	BUY	$73.3 - $79.23 $1.19 Million - $1.29 Million	16,295 New	16,295 $1.23 Million
Q2 2020 Jul 07, 2020	SELL	$85.6 - $88.34 $413,020 - $426,240	-4,825 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$83.39 - $84.94 $402,356 - $409,835	4,825 New	4,825 $413,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.05 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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