Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 195,527 shares of BND stock, worth $14.2 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
195,527
Previous 166,430
17.48%
Holding current value
$14.2 Million
Previous $12.2 Billion
19.95%
% of portfolio
6.07%
Previous 5.72%
Shares
4 transactions
Others Institutions Holding BND
# of Institutions
1,562Shares Held
948MCall Options Held
379KPut Options Held
101K-
Northwestern Mutual Wealth Management CO111MShares$8.05 Billion7.44% of portfolio
-
Morgan Stanley New York, NY100MShares$7.27 Billion0.56% of portfolio
-
Creative Planning Overland Park, KS91.7MShares$6.66 Billion6.84% of portfolio
-
Jpmorgan Chase & CO New York, NY89MShares$6.46 Billion0.55% of portfolio
-
Vanguard Group Inc Valley Forge, PA49.7MShares$3.61 Billion0.07% of portfolio