Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Phillips Financial Management, LLC
- $1.24 Billion
- Q1 2025
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Phillips Financial Management, LLC holds 219,021 shares of BND stock, worth $16.1 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
219,021
Previous 225,022
2.67%
Holding current value
$16.1 Million
Previous $16.2 Million
0.58%
% of portfolio
1.3%
Previous 1.32%
Shares
32 transactions
Others Institutions Holding BND
# of Institutions
1,747Shares Held
1.1BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.72 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.59 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.39 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.28 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.27 Billion0.07% of portfolio