Bromfield Sneider Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 88,124 shares of BIV stock, worth $6.79 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
88,124
Previous 69,735
26.37%
Holding current value
$6.79 Million
Previous $5.33 Million
24.75%
% of portfolio
4.15%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
998Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$944 Million0.21% of portfolio
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Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$595 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$586 Million0.53% of portfolio