Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $175 Billion
- Q1 2025
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 11,752 shares of BND stock, worth $863,772. This represents 0.49% of its overall portfolio holdings.
Number of Shares
11,752
Previous 10,898
7.84%
Holding current value
$863,772
Previous $784 Million
10.14%
% of portfolio
0.49%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,754Shares Held
1.09BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.72 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.59 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.39 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.28 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.27 Billion0.07% of portfolio