Lodestone Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Lodestone Wealth Management LLC
- $200 Billion
- Q3 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 20,569 shares of BND stock, worth $1.49 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
20,569
Previous 50,354
59.15%
Holding current value
$1.49 Million
Previous $3.63 Billion
57.42%
% of portfolio
0.77%
Previous 1.91%
Shares
4 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