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 $4.47 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
62,369
Previous 69,599
10.39%
Holding current value
$4.47 Million
Previous $5.06 Million
13.98%
% of portfolio
1.63%
Previous 2.12%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,490Shares Held
873MCall Options Held
56.3KPut Options Held
27.8K-
Northwestern Mutual Wealth Management CO119MShares$8.51 Billion8.87% of portfolio
-
Morgan Stanley New York, NY91.3MShares$6.54 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY79.9MShares$5.72 Billion0.53% of portfolio
-
Creative Planning Overland Park, KS75.7MShares$5.43 Billion6.11% of portfolio
-
Vanguard Group Inc Valley Forge, PA37.3MShares$2.67 Billion0.05% of portfolio