Litman Gregory Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Litman Gregory Wealth Management LLC
- $1.13 Billion
- Q2 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 299,936 shares of BND stock, worth $22.5 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
299,936
Previous 296,653
1.11%
Holding current value
$22.5 Million
Previous $21.5 Million
0.3%
% of portfolio
1.92%
Previous 1.95%
Shares
27 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
889MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.92 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.7 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.33 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.32 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.25 Billion0.06% of portfolio