Lord & Richards Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 19,340 shares of VGLT stock, worth $1.08 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
19,340
Previous 16,929
14.24%
Holding current value
$1.08 Million
Previous $975 Million
11.29%
% of portfolio
1.13%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding VGLT
# of Institutions
453Shares Held
103MCall Options Held
388KPut Options Held
65.7K-
Empower Advisory Group, LLC Greenwood Village, CO12.5MShares$695 Million2.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$645 Million0.19% of portfolio
-
Morgan Stanley New York, NY9.08MShares$505 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC6.7MShares$373 Million0.03% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA4.36MShares$242 Million6.14% of portfolio