Liberty Wealth Management LLC Vanguard Bd Index Fd Inc Total Transaction History
Liberty Wealth Management LLC
- $677 Million
- Q3 2025
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Liberty Wealth Management LLC holds 5,285 shares of BND stock, worth $391,935. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,285
Previous 4,173
26.65%
Holding current value
$391,935
Previous $307,000
28.01%
% of portfolio
0.06%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding BND
# of Institutions
1,884Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio