Compass Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History
Compass Advisory Group LLC
- $148 Million
- Q1 2024
A detailed history of Compass Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Compass Advisory Group LLC holds 5,409 shares of BIV stock, worth $405,080. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,409
Previous 5,400
0.17%
Holding current value
$405,080
Previous $412,000
1.21%
% of portfolio
0.27%
Previous 0.25%
Shares
14 transactions
Others Institutions Holding BIV
# of Institutions
845Shares Held
143MCall Options Held
5.3KPut Options Held
4.5K-
Envestnet Asset Management Inc16.5MShares$1.24 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY8.19MShares$614 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA8.05MShares$603 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO6.27MShares$469 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC5.57MShares$417 Million0.04% of portfolio