Comprehensive Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Comprehensive Wealth Management, LLC

$131 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 10, 2024	BUY	$92.55 - $93.62 $9.26 Million - $9.37 Million	100,100 New	100,100 $0

Others Institutions Holding BIV

# of Institutions

962

Shares Held

165M

Call Options Held

4K

Put Options Held

7.1K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.42% of portfolio
Wells Fargo & Company San Francisco, CA

12.3M
Shares

$914 Million
0.21% of portfolio
Northwestern Mutual Wealth Management CO

8.3M
Shares

$619 Million
0.53% of portfolio
Goldman Sachs Group Inc New York, NY

7.73M
Shares

$577 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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