Baron Silver Stevens Financial Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$72.72 - $79.93 $6,835 - $7,513	94 New	94 $260,000
Q1 2021 Apr 27, 2021	SELL	$88.61 - $92.83 $8,329 - $8,726	-94 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$92.55 - $93.62 $8,699 - $8,800	94 New	94 $8,000

Others Institutions Holding BIV

# of Institutions

899

Shares Held

157M

Call Options Held

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$578 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$576 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$550 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$463 Million
0.04% of portfolio

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