Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 125,031 shares of BIV stock, worth $9.43 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
125,031Holding current value
$9.43 Million% of portfolio
6.06%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
898Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$585 Million0.54% of portfolio
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Wells Fargo & Company San Francisco, CA7.73MShares$583 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$556 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC6.21MShares$468 Million0.04% of portfolio