Luminvest Wealth Management LLC VANGUARD MUN BD FDS Transaction History

Luminvest Wealth Management LLC

  • $241 Billion
  • Q3 2024
Number of Shares
6,260
Previous 2,071 202.27%
Holding current value
$632 Million
Previous $209 Million 202.56%
% of portfolio
0.26%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
N/A
4,189 Added 202.27%
6,260 $632 Million
Q1 2024

Oct 30, 2024
BUY
N/A
2,071 New
2,071 $209 Million
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