Genesis Private Wealth, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Genesis Private Wealth, LLC
- $238 Billion
- Q3 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 76,342 shares of BIV stock, worth $5.95 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
76,342
Previous 74,662
2.25%
Holding current value
$5.95 Million
Previous $5.77 Billion
3.24%
% of portfolio
2.51%
Previous 2.72%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
1,035Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio