Root Financial Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History
Root Financial Partners, LLC
- $337 Billion
- Q1 2024
A detailed history of Root Financial Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Root Financial Partners, LLC holds 14,983 shares of BND stock, worth $1.08 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
14,983
Previous 15,320
2.2%
Holding current value
$1.08 Million
Previous $1.13 Billion
3.42%
% of portfolio
0.32%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,495Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.61 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.78 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.48 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.7 Billion0.05% of portfolio