Summit Asset Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Summit Asset Management, LLC
- $605 Million
- Q2 2025
A detailed history of Summit Asset Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Asset Management, LLC holds 5,353 shares of BND stock, worth $400,511. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,353
Previous 5,353
-0.0%
Holding current value
$400,511
Previous $393,000
0.25%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,827Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.16 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.6 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.97 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.72 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$5.03 Billion0.08% of portfolio