Triad Financial Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 62,369 shares of BND stock, worth $4.5 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
62,369
Previous 69,599
10.39%
Holding current value
$4.5 Million
Previous $5.06 Million
13.98%
% of portfolio
1.63%
Previous 2.12%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio