Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Summit Financial Strategies, Inc.
- $821 Million
- Q3 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 4,911 shares of BND stock, worth $356,489. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,911
Previous 5,532
11.23%
Holding current value
$356,489
Previous $398,000
7.54%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio