Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Discipline Wealth Solutions, LLC
- $182 Million
- Q3 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 460,661 shares of BIV stock, worth $34.4 Million. This represents 19.83% of its overall portfolio holdings.
Number of Shares
460,661
Previous 422,756
8.97%
Holding current value
$34.4 Million
Previous $31.7 Million
14.03%
% of portfolio
19.83%
Previous 25.0%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
912Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$579 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$577 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$551 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$464 Million0.04% of portfolio