Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 147,615 shares of BND stock, worth $10.7 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
147,615
Previous 144,491
2.16%
Holding current value
$10.7 Million
Previous $10.4 Million
6.5%
% of portfolio
2.28%
Previous 2.31%
Shares
10 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