Lifeworks Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Lifeworks Advisors, LLC
- $351 Million
- Q2 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 11,160 shares of BND stock, worth $840,124. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,160
Previous 21,731
48.64%
Holding current value
$840,124
Previous $1.58 Million
49.05%
% of portfolio
0.23%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.95 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.73 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.36 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.35 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.27 Billion0.06% of portfolio