Lutz Financial Services LLC Vanguard Bd Index Fd Inc Total Transaction History
Lutz Financial Services LLC
- $1.15 Billion
- Q2 2024
A detailed history of Lutz Financial Services LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Lutz Financial Services LLC holds 1,037,410 shares of BND stock, worth $76.9 Million. This represents 6.51% of its overall portfolio holdings.
Number of Shares
1,037,410
Previous 1,018,741
1.83%
Holding current value
$76.9 Million
Previous $74 Million
1.02%
% of portfolio
6.51%
Previous 6.46%
Shares
27 transactions
Others Institutions Holding BND
# of Institutions
1,526Shares Held
890MCall Options Held
155KPut Options Held
21.9K-
Northwestern Mutual Wealth Management CO106MShares$7.83 Billion7.52% of portfolio
-
Morgan Stanley New York, NY89.4MShares$6.63 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS84.4MShares$6.26 Billion6.5% of portfolio
-
Jpmorgan Chase & CO New York, NY84.3MShares$6.25 Billion0.54% of portfolio
-
Vanguard Group Inc Valley Forge, PA43.4MShares$3.22 Billion0.06% of portfolio