Avantax Planning Partners, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Avantax Planning Partners, Inc.
- $3.45 Billion
- Q3 2025
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 110,623 shares of BIV stock, worth $8.62 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
110,623
Previous 115,761
4.44%
Holding current value
$8.62 Million
Previous $8.95 Million
3.51%
% of portfolio
0.25%
Previous 0.29%
Shares
19 transactions
Others Institutions Holding BIV
# of Institutions
1,035Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio