Texas Capital Bank Wealth Management Services Inc Vanguard Bd Index Fd Inc Total Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$70.55 - $72.66 $8,395 - $8,646	119 Added 3.43%	3,584 $258,000
Q1 2024 May 13, 2024	SELL	$71.76 - $73.66 $183,920 - $188,790	-2,563 Reduced 42.52%	3,465 $251,000
Q4 2023 Feb 08, 2024	BUY	$68.04 - $73.9 $68 - $73	1 Added 0.02%	6,028 $443,000
Q3 2023 Nov 14, 2023	BUY	$69.63 - $72.91 $419,660 - $439,428	6,027 New	6,027 $420,000

Others Institutions Holding BND

# of Institutions

1,562

Shares Held

948M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.06 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.27 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.66 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.46 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.61 Billion
0.07% of portfolio

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