Wells Financial Advisors Inc Vanguard Bd Index Fd Inc Total Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wells Financial Advisors Inc holds 23,602 shares of BND stock, worth $1.78 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
23,602
Previous 23,792
0.8%
Holding current value
$1.78 Million
Previous $1.73 Million
1.62%
% of portfolio
1.15%
Previous 1.21%
Shares
7 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.95 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.73 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.36 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.35 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.27 Billion0.06% of portfolio