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 $373,069. This represents 0.26% of its overall portfolio holdings.
Number of Shares
4,871
Previous 5,101
4.51%
Holding current value
$373,069
Previous $391 Million
99.91%
% of portfolio
0.26%
Previous 0.25%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
989Shares 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$939 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$481 Million0.04% of portfolio