Trinity Wealth Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Trinity Wealth Management, LLC
- $248 Million
- Q2 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 11,795 shares of BND stock, worth $865,988. This represents 0.35% of its overall portfolio holdings.
Number of Shares
11,795
Previous 5,463
115.91%
Holding current value
$865,988
Previous $400,000
117.0%
% of portfolio
0.35%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,800Shares Held
1.1BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.34 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.73 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS115MShares$8.44 Billion7.29% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.58 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio