Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 18,821 shares of BIV stock, worth $1.44 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
18,821
Previous 20,048
6.12%
Holding current value
$1.44 Million
Previous $1.57 Billion
10.48%
% of portfolio
0.83%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
988Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$634 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$590 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$479 Million0.04% of portfolio