Taylor & Morgan Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Taylor & Morgan Wealth Management, LLC
- $146 Million
- Q3 2024
A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 9,835 shares of BND stock, worth $710,185. This represents 0.51% of its overall portfolio holdings.
Number of Shares
9,835
Previous 9,512
3.4%
Holding current value
$710,185
Previous $685,000
7.74%
% of portfolio
0.51%
Previous 0.49%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio