Alpha Omega Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History

Alpha Omega Wealth Management LLC

$542 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 12, 2019	SELL	$86.72 - $88.11 $32,520 - $33,041	-375 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	375	375 $32,000

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.29 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$591 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$589 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$562 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$473 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Omega Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Omega Wealth Management LLC with notifications on news.