Topel & Distasi Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Topel & Distasi Wealth Management, LLC
- $228 Million
- Q2 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 12,841 shares of BND stock, worth $952,160. This represents 0.41% of its overall portfolio holdings.
Number of Shares
12,841
Previous 12,387
3.67%
Holding current value
$952,160
Previous $899,000
2.89%
% of portfolio
0.41%
Previous 0.4%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
890MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.83 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.63 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.26 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.25 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.22 Billion0.06% of portfolio