Archetype Wealth Partners Vanguard Bd Index Fd Inc Inter Transaction History

Archetype Wealth Partners

$690 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$81.03 - $87.06 $188,394 - $202,414	-2,325 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$88.97 - $93.19 $206,855 - $216,666	2,325 New	2,325 $217,000

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

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