Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Total Transaction History
Wiser Wealth Management, Inc
- $354 Million
- Q4 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 145,252 shares of BND stock, worth $10.5 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
145,252
Previous 60,390
140.52%
Holding current value
$10.5 Million
Previous $4.54 Million
130.32%
% of portfolio
2.95%
Previous 1.3%
Shares
12 transactions
Others Institutions Holding BND
# of Institutions
1,647Shares Held
998MCall Options Held
379KPut Options Held
28.3K-
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