Balance Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Balance Wealth, LLC holds 51,419 shares of BIV stock, worth $3.9 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
51,419Holding current value
$3.9 Million% of portfolio
2.56%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,006Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.37 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$930 Million0.22% of portfolio
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Northwestern Mutual Wealth Management CO8.65MShares$656 Million0.55% of portfolio
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Goldman Sachs Group Inc New York, NY7.97MShares$605 Million0.1% of portfolio
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Gamma Investing LLC Foster City, CA7.61MShares$578 Million0.53% of portfolio