Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Total Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 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 6,414 shares of BND stock, worth $464,437. This represents 0.31% of its overall portfolio holdings.
Number of Shares
6,414
Previous 4,041
58.72%
Holding current value
$464,437
Previous $290 Million
66.35%
% of portfolio
0.31%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding BND
# of Institutions
1,541Shares Held
912MCall Options Held
155KPut Options Held
94.7K-
Northwestern Mutual Wealth Management CO106MShares$7.65 Billion7.52% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.64 Billion6.84% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.47 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.11 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.14 Billion0.06% of portfolio