West Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
West Financial Advisors, LLC
- $518 Million
- Q3 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 720,853 shares of BND stock, worth $52.1 Million. This represents 10.46% of its overall portfolio holdings.
Number of Shares
720,853
Previous 682,594
5.6%
Holding current value
$52.1 Million
Previous $49.2 Million
10.09%
% of portfolio
10.46%
Previous 10.21%
Shares
17 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.01 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.23 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.62 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.43 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.59 Billion0.07% of portfolio