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 $10.6 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
141,397
Previous 130,937
7.99%
Holding current value
$10.6 Million
Previous $9.62 Billion
8.25%
% of portfolio
4.53%
Previous 4.67%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,825Shares Held
1.09BCall Options Held
78.7KPut Options Held
20.3K-
Northwestern Mutual Wealth Management CO122MShares$9.16 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.6 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.97 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.72 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$5.03 Billion0.08% of portfolio