West Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
West Financial Advisors, LLC
- $518 Million
- Q4 2024
A detailed history of West Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, West Financial Advisors, LLC holds 857,544 shares of BND stock, worth $63.2 Million. This represents 11.91% of its overall portfolio holdings.
Number of Shares
857,544
Previous 720,853
18.96%
Holding current value
$63.2 Million
Previous $54.1 Million
13.89%
% of portfolio
11.91%
Previous 10.46%
Shares
18 transactions
Others Institutions Holding BND
# of Institutions
1,728Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.74 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.61 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.41 Billion7.05% of portfolio
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Jpmorgan Chase & CO New York, NY99.1MShares$7.3 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.28 Billion0.07% of portfolio