Lowery Thomas, LLC Vanguard Bd Index Fd Inc Total Transaction History

Lowery Thomas, LLC

$131 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-29,736 Closed	0 $0
Q1 2022 May 10, 2022	SELL	N/A	-5,195 Reduced 14.87%	29,736 $2.37 Million
Q4 2021 May 10, 2022	BUY	N/A	34,931 New	34,931 $2.96 Million

Others Institutions Holding BND

# of Institutions

1,493

Shares Held

873M

Call Options Held

56.3K

Put Options Held

27.8K

Northwestern Mutual Wealth Management CO

119M
Shares

$8.6 Billion
8.87% of portfolio
Morgan Stanley New York, NY

91.3M
Shares

$6.61 Billion
0.54% of portfolio
Jpmorgan Chase & CO New York, NY

79.9M
Shares

$5.78 Billion
0.53% of portfolio
Creative Planning Overland Park, KS

75.7M
Shares

$5.48 Billion
6.11% of portfolio
Vanguard Group Inc Valley Forge, PA

37.3M
Shares

$2.7 Billion
0.05% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

Ticker BND
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