Wiser Wealth Management, Inc Vanguard Bd Index Fd Inc Total Transaction History
Wiser Wealth Management, Inc
- $353 Million
- Q1 2025
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 149,336 shares of BND stock, worth $10.9 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
149,336
Previous 145,252
2.81%
Holding current value
$10.9 Million
Previous $10.4 Million
4.83%
% of portfolio
3.1%
Previous 2.95%
Shares
13 transactions
Others Institutions Holding BND
# of Institutions
1,774Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.2K-
Morgan Stanley New York, NY127MShares$9.26 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.65 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.9 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.51 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.57 Billion0.09% of portfolio