Trellis Wealth Advisors LLC Vanguard Bd Index Fd Inc Total Transaction History
Trellis Wealth Advisors LLC
- $206 Billion
- Q1 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 130,937 shares of BND stock, worth $9.53 Million. This represents 4.67% of its overall portfolio holdings.
Number of Shares
130,937
Previous 126,356
3.63%
Holding current value
$9.53 Million
Previous $9.09 Billion
5.85%
% of portfolio
4.67%
Previous 4.57%
Shares
10 transactions
Others Institutions Holding BND
# of Institutions
1,774Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.26 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.65 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.9 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.51 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.57 Billion0.09% of portfolio