Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Total Transaction History
Wiser Wealth Management, Inc
- $348 Million
- Q3 2024
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 60,390 shares of BND stock, worth $4.38 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
60,390
Previous 49,443
22.14%
Holding current value
$4.38 Million
Previous $3.56 Million
27.32%
% of portfolio
1.3%
Previous 1.11%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,564Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio