Legacy Wealth Managment, Llc/Id Vanguard Bd Index Fd Inc Total Transaction History
Legacy Wealth Managment, Llc/Id
- $122 Million
- Q1 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,778 shares of BND stock, worth $204,183. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,778
Previous 2,338
18.82%
Holding current value
$204,183
Previous $168,000
21.43%
% of portfolio
0.17%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding BND
# of Institutions
1,770Shares Held
1.08BCall Options Held
42.5KPut Options Held
30.1K-
Morgan Stanley New York, NY127MShares$9.36 Billion0.69% of portfolio
-
Northwestern Mutual Wealth Management CO119MShares$8.74 Billion7.2% of portfolio
-
Creative Planning Overland Park, KS109MShares$7.98 Billion7.53% of portfolio
-
Jpmorgan Chase & CO New York, NY103MShares$7.59 Billion0.59% of portfolio
-
Vanguard Group Inc Valley Forge, PA62.8MShares$4.61 Billion0.09% of portfolio