Compass Planning Associates Inc Vanguard Bd Index Fd Inc Inter Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
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 69,562 shares of BIV stock, worth $5.32 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
69,562
Previous 98,998
29.73%
Holding current value
$5.32 Million
Previous $7.4 Billion
28.0%
% of portfolio
5.38%
Previous 7.51%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
992Shares Held
185MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$938 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$583 Million0.53% of portfolio