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 $6.78 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
88,124
Previous 69,735
26.37%
Holding current value
$6.78 Million
Previous $5.33 Million
24.75%
% of portfolio
4.15%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
1,008Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$942 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$665 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$613 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$585 Million0.53% of portfolio