Andrews, Lucia Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
A detailed history of Andrews, Lucia Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 5,267 shares of BIV stock, worth $413,143. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,267
Previous 5,396
2.39%
Holding current value
$413,143
Previous $417,000
1.44%
% of portfolio
0.25%
Previous 0.27%
Shares
14 transactions
Others Institutions Holding BIV
# of Institutions
1,024Shares Held
195MCall 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
-
Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio