Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $392 Million
- Q3 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 6,026 shares of BND stock, worth $437,487. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,026
Previous 6,204
2.87%
Holding current value
$437,487
Previous $446,000
1.35%
% of portfolio
0.12%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.06 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