Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 125,031 shares of BIV stock, worth $9.63 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
125,031Holding current value
$9.63 Million% of portfolio
6.06%Shares
1 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
-
Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
-
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