Roger Wittlin Investment Advisory, LLC Vanguard Bd Index Fd Inc Total Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 71,900 shares of BND stock, worth $5.25 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
71,900
Previous 56,289
27.73%
Holding current value
$5.25 Million
Previous $4.09 Million
26.71%
% of portfolio
3.37%
Previous 2.88%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,499Shares Held
879MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.67 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.67 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.83 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.53 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.73 Billion0.05% of portfolio