Regent Peak Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 265,070 shares of BND stock, worth $19.2 Million. This represents 4.52% of its overall portfolio holdings.
Number of Shares
265,070
Previous 252,350
5.04%
Holding current value
$19.2 Million
Previous $18.2 Million
9.5%
% of portfolio
4.52%
Previous 4.43%
Shares
8 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio