Annis Gardner Whiting Capital Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$357 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$74.51 - $76.61 $5,960 - $6,128	80 Added 470.59%	97 $7.31 Million
Q3 2023 Nov 08, 2023	BUY	$72.11 - $75.67 $1,225 - $1,286	17 New	17 $1.23 Million

Others Institutions Holding BIV

# of Institutions

985

Shares Held

175M

Call Options Held

4.4K

Put Options Held

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.42% of portfolio
Wells Fargo & Company San Francisco, CA

12.3M
Shares

$923 Million
0.21% of portfolio
Northwestern Mutual Wealth Management CO

8.3M
Shares

$625 Million
0.53% of portfolio
Goldman Sachs Group Inc New York, NY

7.73M
Shares

$582 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

6.28M
Shares

$473 Million
0.04% of portfolio

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