Dopkins Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Dopkins Wealth Management, LLC
- $190 Million
- Q1 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 19,910 shares of BIV stock, worth $1.53 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
19,910
Previous 16,861
18.08%
Holding current value
$1.53 Million
Previous $1.26 Million
20.95%
% of portfolio
0.8%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding BIV
# of Institutions
1,008Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$945 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$666 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$615 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$587 Million0.53% of portfolio