Ever Source Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 118,791 shares of BIV stock, worth $9.12 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
118,791
Previous 135,270
12.18%
Holding current value
$9.12 Million
Previous $10.1 Million
10.02%
% of portfolio
0.55%
Previous 0.61%
Shares
14 transactions
Others Institutions Holding BIV
# of Institutions
1,014Shares Held
190MCall 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$941 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$664 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$612 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$499 Million0.04% of portfolio