Brandywine Oak Private Wealth LLC Vanguard Bd Index Fd Inc Inter Transaction History

Brandywine Oak Private Wealth LLC

$959 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 09, 2019	SELL	N/A	-70 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	70 New	70 $2,000

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.23 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$611 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$600 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$467 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$415 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brandywine Oak Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.