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 $9.56 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
125,031Holding current value
$9.56 Million% of portfolio
6.06%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,008Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.38 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$937 Million0.22% of portfolio
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Northwestern Mutual Wealth Management CO8.65MShares$661 Million0.55% of portfolio
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Goldman Sachs Group Inc New York, NY7.97MShares$610 Million0.1% of portfolio
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Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio