Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Total Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
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 225,022 shares of BND stock, worth $16.5 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
225,022
Previous 265,801
15.34%
Holding current value
$16.5 Million
Previous $20 Million
18.95%
% of portfolio
1.32%
Previous 1.59%
Shares
31 transactions
Others Institutions Holding BND
# of Institutions
1,727Shares Held
1.13BCall Options Held
73.9KPut Options Held
10.4K-
Morgan Stanley New York, NY119MShares$8.68 Billion0.61% of portfolio
-
Northwestern Mutual Wealth Management CO117MShares$8.55 Billion7.13% of portfolio
-
Creative Planning Overland Park, KS101MShares$7.36 Billion7.05% of portfolio
-
Jpmorgan Chase & CO New York, NY99.1MShares$7.25 Billion0.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA58MShares$4.25 Billion0.07% of portfolio