Concentric Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Put Options Transaction History

Concentric Wealth Management, LLC

$376 Million
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BIV

# of Institutions

846

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.24 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$617 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$606 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$472 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$419 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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