Regent Peak Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Regent Peak Wealth Advisors LLC
- $428 Million
- Q1 2025
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 300,279 shares of BND stock, worth $22.1 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
300,279
Previous 280,220
7.16%
Holding current value
$22.1 Million
Previous $20.2 Million
9.26%
% of portfolio
5.15%
Previous 4.48%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,772Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.36 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.74 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.98 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.59 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio