Hcr Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Hcr Wealth Advisors

$698 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$88.61 - $92.83 $99,243 - $103,969	-1,120 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$88.97 - $93.19 $99,646 - $104,372	1,120 New	1,120 $104,000

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

Envestnet Asset Management Inc

16.5M
Shares

$1.3 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$680 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$606 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$553 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$494 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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