Summit Financial Strategies, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 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 7,214 shares of BND stock, worth $522,510. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,214
Previous 7,235
0.29%
Holding current value
$522,510
Previous $532,000
1.69%
% of portfolio
0.08%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,493Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.6 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.61 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.79 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.49 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.7 Billion0.05% of portfolio