Dopkins Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Dopkins Wealth Management, LLC
- $189 Million
- Q4 2024
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 16,861 shares of BIV stock, worth $1.28 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
16,861
Previous 2,955
470.59%
Holding current value
$1.28 Million
Previous $231,000
445.45%
% of portfolio
0.67%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$933 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$632 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$588 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$478 Million0.04% of portfolio