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 $6.61 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
88,124
Previous 69,735
26.37%
Holding current value
$6.61 Million
Previous $5.33 Million
24.75%
% of portfolio
4.15%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$581 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$580 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$553 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$465 Million0.04% of portfolio