Sightline Wealth Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Sightline Wealth Advisors, LLC
- $181 Million
- Q3 2024
A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 271,188 shares of BND stock, worth $19.6 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
271,188
Previous 189,689
42.96%
Holding current value
$19.6 Million
Previous $13.7 Million
49.03%
% of portfolio
11.25%
Previous 8.52%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio