Avantax Planning Partners, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Avantax Planning Partners, Inc.
- $2.76 Billion
- Q4 2024
A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 112,307 shares of BIV stock, worth $8.58 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
112,307
Previous 115,519
2.78%
Holding current value
$8.58 Million
Previous $9.05 Million
7.3%
% of portfolio
0.3%
Previous 0.33%
Shares
16 transactions
Others Institutions Holding BIV
# of Institutions
994Shares Held
183MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$635 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio