Trinity Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 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 5,463 shares of BND stock, worth $400,547. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,463
Previous 4,450
22.76%
Holding current value
$400,547
Previous $319,000
25.39%
% of portfolio
0.18%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,734Shares Held
1.1BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.7 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.57 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.37 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.27 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.26 Billion0.07% of portfolio