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 $9.42 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
125,031Holding current value
$9.42 Million% of portfolio
6.06%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
883Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.5MShares$1.24 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$652 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA7.71MShares$581 Million0.14% of portfolio
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Northwestern Mutual Wealth Management CO7.04MShares$530 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC6.29MShares$474 Million0.04% of portfolio