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
1,621Shares Held
958MCall Options Held
379KPut Options Held
101K-
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