Lumature Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$69.38 - $73.88 $44,472 - $47,357	-641 Reduced 78.17%	179 $12,000
Q3 2022 Nov 10, 2022	SELL	$70.77 - $77.08 $91,080 - $99,201	-1,287 Reduced 61.08%	820 $58,000
Q2 2022 Aug 10, 2022	SELL	$73.3 - $79.23 $2.06 Million - $2.23 Million	-28,128 Reduced 93.03%	2,107 $159,000
Q1 2022 May 13, 2022	SELL	$78.72 - $84.18 $84,466 - $90,325	-1,073 Reduced 3.43%	30,235 $2.41 Million
Q4 2021 Feb 10, 2022	SELL	$84.47 - $85.89 $103,391 - $105,129	-1,224 Reduced 3.76%	31,308 $2.65 Million
Q3 2021 Oct 29, 2021	BUY	$85.45 - $86.85 $155,433 - $157,980	1,819 Added 5.92%	32,532 $2.78 Million
Q2 2021 Aug 10, 2021	BUY	$84.67 - $85.92 $239,785 - $243,325	2,832 Added 10.16%	30,713 $2.64 Million
Q1 2021 May 11, 2021	BUY	$84.36 - $88.07 $1.24 Million - $1.29 Million	14,648 Added 110.69%	27,881 $2.36 Million
Q4 2020 Feb 08, 2021	BUY	$87.44 - $88.49 $1.16 Million - $1.17 Million	13,233 New	13,233 $1.17 Million

Others Institutions Holding BND

# of Institutions

1,566

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

Northwestern Mutual Wealth Management CO

111M
Shares

$8.13 Billion
7.44% of portfolio
Morgan Stanley New York, NY

100M
Shares

$7.34 Billion
0.56% of portfolio
Creative Planning Overland Park, KS

91.7M
Shares

$6.72 Billion
6.84% of portfolio
Jpmorgan Chase & CO New York, NY

89M
Shares

$6.52 Billion
0.55% of portfolio
Vanguard Group Inc Valley Forge, PA

49.7M
Shares

$3.64 Billion
0.07% of portfolio

About VANGUARD BD INDEX FD INC TOTAL

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