Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Evergreen Wealth Management, LLC
- $178 Billion
- Q2 2025
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 87,560 shares of BIV stock, worth $6.85 Million. This represents 3.8% of its overall portfolio holdings.
Number of Shares
87,560
Previous 75,194
16.45%
Holding current value
$6.85 Million
Previous $5.76 Billion
17.62%
% of portfolio
3.8%
Previous 3.44%
Shares
8 transactions
Others Institutions Holding BIV
# of Institutions
1,027Shares Held
195MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.45 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
-
Northwestern Mutual Wealth Management CO9.11MShares$712 Million0.52% of portfolio
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Goldman Sachs Group Inc New York, NY8.97MShares$702 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$496 Million0.03% of portfolio