Momentum Wealth Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Momentum Wealth Planning, LLC
- $117 Billion
- Q2 2025
A detailed history of Momentum Wealth Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Momentum Wealth Planning, LLC holds 68,223 shares of BIV stock, worth $5.35 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
68,223Holding current value
$5.35 Million% of portfolio
4.49%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,026Shares Held
196MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
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Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
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Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
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Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio