Source Financial Advisors LLC Vanguard Total International B Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Source Financial Advisors LLC holds 156,633 shares of BNDX stock, worth $7.74 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
156,633
Previous 154,555
1.34%
Holding current value
$7.74 Million
Previous $7.52 Million
4.69%
% of portfolio
2.33%
Previous 2.32%
Shares
7 transactions
Others Institutions Holding BNDX
# of Institutions
1,078Shares Held
773MCall Options Held
35.6KPut Options Held
0-
Jpmorgan Chase & CO New York, NY231MShares$11.4 Billion0.88% of portfolio
-
Bank Of America Corp Charlotte, NC127MShares$6.27 Billion0.47% of portfolio
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Vanguard Group Inc Valley Forge, PA69.2MShares$3.42 Billion0.06% of portfolio
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Envestnet Asset Management Inc62MShares$3.06 Billion0.94% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN28.6MShares$1.41 Billion0.62% of portfolio