Invenio Wealth Partners LLC Vanguard Bd Index Fd Inc Inter Transaction History
Invenio Wealth Partners LLC
- $239 Billion
- Q4 2024
A detailed history of Invenio Wealth Partners LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 21,975 shares of BIV stock, worth $1.68 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
21,975
Previous 19,087
15.13%
Holding current value
$1.68 Million
Previous $1.5 Billion
9.78%
% of portfolio
0.69%
Previous 0.65%
Shares
6 transactions
Others Institutions Holding BIV
# of Institutions
994Shares Held
183MCall 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$635 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio