Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 211,243 shares of BND stock, worth $15.5 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
211,243
Previous 305,446
30.84%
Holding current value
$15.5 Million
Previous $22.9 Million
33.79%
% of portfolio
1.32%
Previous 1.92%
Shares
29 transactions
Others Institutions Holding BND
# of Institutions
1,727Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.68 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.55 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.36 Billion7.05% of portfolio
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Jpmorgan Chase & CO New York, NY99.1MShares$7.25 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.25 Billion0.07% of portfolio