Trinity Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
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 4,450 shares of BND stock, worth $321,913. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,450
Previous 3,711
19.91%
Holding current value
$321,913
Previous $278,000
14.75%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,647Shares Held
998MCall Options Held
379KPut Options Held
28.3K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio