Worth Asset Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Worth Asset Management, LLC
- $164 Million
- Q1 2025
A detailed history of Worth Asset Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Worth Asset Management, LLC holds 30,082 shares of BND stock, worth $2.21 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
30,082
Previous 43,238
30.43%
Holding current value
$2.21 Million
Previous $3.11 Million
29.08%
% of portfolio
1.35%
Previous 1.78%
Shares
11 transactions
Others Institutions Holding BND
# of Institutions
1,732Shares Held
1.1BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.7 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.57 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.37 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.27 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.26 Billion0.07% of portfolio