Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 10,898 shares of BND stock, worth $788,361. This represents 0.47% of its overall portfolio holdings.
Number of Shares
10,898
Previous 6,414
69.91%
Holding current value
$788,361
Previous $482 Million
62.67%
% of portfolio
0.47%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,624Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio