Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Family Wealth Partners, LLC
- $210 Billion
- Q4 2024
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Family Wealth Partners, LLC holds 11,163 shares of BIV stock, worth $852,629. This represents 0.4% of its overall portfolio holdings.
Number of Shares
11,163
Previous 13,891
19.64%
Holding current value
$852,629
Previous $1.09 Billion
23.38%
% of portfolio
0.4%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$634 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$479 Million0.04% of portfolio