Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Luminvest Wealth Management LLC
- $248 Billion
- Q4 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 210,075 shares of BND stock, worth $15.2 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
210,075
Previous 195,527
7.44%
Holding current value
$15.2 Million
Previous $14.6 Billion
2.08%
% of portfolio
6.03%
Previous 6.07%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,698Shares Held
1.11BCall Options Held
55.5KPut Options Held
20.1K-
Morgan Stanley New York, NY119MShares$8.6 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.48 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.29 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.19 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.21 Billion0.07% of portfolio