Lodestone Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Lodestone Wealth Management LLC
- $199 Billion
- Q4 2024
A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 16,107 shares of BND stock, worth $1.17 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
16,107
Previous 20,569
21.69%
Holding current value
$1.17 Million
Previous $1.54 Billion
25.03%
% of portfolio
0.58%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding BND
# of Institutions
1,615Shares Held
958MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.03 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.25 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.63 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.44 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.6 Billion0.07% of portfolio