Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Sugarloaf Wealth Management, LLC
- $435 Million
- Q1 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 125,388 shares of BND stock, worth $9.03 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
125,388
Previous 125,416
0.02%
Holding current value
$9.03 Million
Previous $9.22 Million
1.28%
% of portfolio
2.09%
Previous 2.32%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,489Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.55 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.58 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.75 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.46 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.69 Billion0.05% of portfolio