W.G. Shaheen & Associates Dba Whitney & CO Vanguard Bd Index Fd Inc Total Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	N/A	-130 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	25 Added 23.81%	130 $10,000
Q1 2018 May 11, 2018	BUY	N/A	105 New	105 $8,000

Others Institutions Holding BND

# of Institutions

1,698

Shares Held

1.11B

Call Options Held

55.5K

Put Options Held

20.1K

Morgan Stanley New York, NY

119M
Shares

$8.6 Billion
0.61% of portfolio
Northwestern Mutual Wealth Management CO

117M
Shares

$8.48 Billion
7.13% of portfolio
Creative Planning Overland Park, KS

101M
Shares

$7.29 Billion
7.05% of portfolio
Jpmorgan Chase & CO New York, NY

99.1M
Shares

$7.19 Billion
0.58% of portfolio
Vanguard Group Inc Valley Forge, PA

58M
Shares

$4.21 Billion
0.07% of portfolio

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