Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History
Forthright Family Wealth Advisory LLC
- $138 Million
- Q4 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 4,871 shares of BIV stock, worth $370,049. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,871
Previous 5,101
4.51%
Holding current value
$370,049
Previous $391 Million
99.91%
% of portfolio
0.26%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$931 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$631 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$587 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$477 Million0.04% of portfolio