Triad Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 169,189 shares of BND stock, worth $12.3 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
169,189
Previous 243,841
30.62%
Holding current value
$12.3 Million
Previous $17.6 Billion
27.67%
% of portfolio
6.76%
Previous 9.21%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.06 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio