Crestwood Advisors Group LLC Vanguard Bd Index Fd Inc Inter Transaction History

Crestwood Advisors Group LLC

$5.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$81.03 - $87.06 $365,445 - $392,640	-4,510 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$88.61 - $92.83 $399,631 - $418,663	4,510 New	4,510 $0

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.28 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$585 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$583 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$556 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$468 Million
0.04% of portfolio

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