Smith & Howard Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Smith & Howard Wealth Management, LLC
- $354 Million
- Q3 2024
A detailed history of Smith & Howard Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 201,338 shares of BND stock, worth $14.6 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
201,338
Previous 186,513
7.95%
Holding current value
$14.6 Million
Previous $13.4 Million
12.53%
% of portfolio
4.28%
Previous 4.02%
Shares
24 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.07 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.29 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.67 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.48 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.62 Billion0.07% of portfolio