Genesis Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Genesis Private Wealth, LLC
- $189 Billion
- Q1 2025
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 74,109 shares of BIV stock, worth $5.71 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
74,109
Previous 70,872
4.57%
Holding current value
$5.71 Million
Previous $5.3 Billion
7.14%
% of portfolio
3.01%
Previous 2.92%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
998Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$944 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$595 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$586 Million0.53% of portfolio