Source Financial Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Source Financial Advisors LLC holds 22,163 shares of BND stock, worth $1.64 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,163
Previous 22,824
2.9%
Holding current value
$1.64 Million
Previous $1.66 Million
3.68%
% of portfolio
0.49%
Previous 0.5%
Shares
15 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
890MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.83 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.63 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.26 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.25 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.22 Billion0.06% of portfolio