Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Trellis Wealth Advisors LLC
- $230 Billion
- Q2 2025
A detailed history of Trellis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 141,397 shares of BND stock, worth $10.4 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
141,397
Previous 130,937
7.99%
Holding current value
$10.4 Million
Previous $9.62 Billion
8.25%
% of portfolio
4.53%
Previous 4.67%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,800Shares Held
1.1BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.34 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.73 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.44 Billion7.29% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.58 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio