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 $7.44 Million. This represents 7.51% of its overall portfolio holdings.
Number of Shares
98,998Holding current value
$7.44 Million% of portfolio
7.51%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
922Shares Held
160MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$583 Million0.54% of portfolio
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Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$555 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC6.21MShares$467 Million0.04% of portfolio