Compass Planning Associates Inc Vanguard Bd Index Fd Inc Inter Transaction History
Compass Planning Associates Inc
- $98.5 Billion
- Q4 2024
A detailed history of Compass Planning Associates Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Compass Planning Associates Inc holds 98,998 shares of BIV stock, worth $7.56 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
98,998Holding current value
$7.56 Million% of portfolio
7.51%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
993Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
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Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
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Northwestern Mutual Wealth Management CO8.3MShares$635 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
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Bank Of America Corp Charlotte, NC6.28MShares$480 Million0.04% of portfolio