Wealth Effects LLC Vanguard Bd Index Fd Inc Total Transaction History
Wealth Effects LLC
- $255 Million
- Q3 2024
A detailed history of Wealth Effects LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wealth Effects LLC holds 9,741 shares of BND stock, worth $714,307. This represents 0.29% of its overall portfolio holdings.
Number of Shares
9,741
Previous 6,551
48.69%
Holding current value
$714,307
Previous $471,000
55.2%
% of portfolio
0.29%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding BND
# of Institutions
1,564Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.14 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.35 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.72 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.53 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.65 Billion0.07% of portfolio