Lord & Richards Wealth Management, LLC Vanguard Long Term Treasury Et Transaction History
Lord & Richards Wealth Management, LLC
- $109 Billion
- Q3 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 20,337 shares of VGLT stock, worth $1.15 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
20,337
Previous 19,340
5.16%
Holding current value
$1.15 Million
Previous $1.09 Billion
6.54%
% of portfolio
1.06%
Previous 1.13%
Shares
4 transactions
Others Institutions Holding VGLT
# of Institutions
443Shares Held
111MCall Options Held
155KPut Options Held
123K-
Empower Advisory Group, LLC Greenwood Village, CO13.4MShares$758 Million2.12% of portfolio
-
Morgan Stanley New York, NY9.33MShares$528 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.78MShares$497 Million0.12% of portfolio
-
Voya Investment Management LLC Atlanta, GA8.2MShares$464 Million0.57% of portfolio
-
Nepc LLC Boston, MA6.88MShares$390 Million10.38% of portfolio