High Net Worth Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History

High Net Worth Advisory Group LLC

$315 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-130 Reduced 39.39%	200 $16,000
Q4 2021 Apr 27, 2022	BUY	N/A	330 New	330 $28,000

Others Institutions Holding BIV

# of Institutions

846

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.24 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$617 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$606 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$472 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$419 Million
0.04% of portfolio

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