Trinity Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
A detailed history of Trinity Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 12,937 shares of BND stock, worth $960,960. This represents 0.38% of its overall portfolio holdings.
Number of Shares
12,937
Previous 11,795
9.68%
Holding current value
$960,960
Previous $868,000
10.83%
% of portfolio
0.38%
Previous 0.35%
Shares
5 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$9.09 Billion6.65% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.53 Billion7.29% of portfolio
-
Morgan Stanley New York, NY107MShares$7.91 Billion0.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.67 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA67.2MShares$4.99 Billion0.08% of portfolio