Tobias Financial Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Tobias Financial Advisors, Inc.
- $431 Million
- Q1 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 145,775 shares of BND stock, worth $10.4 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
145,775
Previous 146,529
0.51%
Holding current value
$10.4 Million
Previous $10.8 Million
1.76%
% of portfolio
2.45%
Previous 2.68%
Shares
8 transactions
Others Institutions Holding BND
# of Institutions
1,490Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.51 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.54 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.72 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.43 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.67 Billion0.05% of portfolio