Aegis Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Aegis Wealth Management LLC holds 3,091 shares of BIV stock, worth $236,585. This represents 0.16% of its overall portfolio holdings.
Number of Shares
3,091Holding current value
$236,585% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
994Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.38 Billion0.46% of portfolio
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Wells Fargo & Company San Francisco, CA12.3MShares$938 Million0.21% of portfolio
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Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
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Gamma Investing LLC Foster City, CA7.61MShares$583 Million0.53% of portfolio