Lifeworks Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Lifeworks Advisors, LLC
- $496 Million
- Q3 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 10,995 shares of BND stock, worth $799,996. This represents 0.17% of its overall portfolio holdings.
Number of Shares
10,995
Previous 11,160
1.48%
Holding current value
$799,996
Previous $804,000
2.61%
% of portfolio
0.17%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,568Shares Held
949MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.07 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.29 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.67 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.48 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.62 Billion0.07% of portfolio