Jacobson & Schmitt Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Jacobson & Schmitt Advisors, LLC
- $440 Million
- Q2 2024
A detailed history of Jacobson & Schmitt Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Jacobson & Schmitt Advisors, LLC holds 228,320 shares of BIV stock, worth $17.9 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
228,320
Previous 224,706
1.61%
Holding current value
$17.9 Million
Previous $16.9 Million
0.92%
% of portfolio
3.89%
Previous 4.01%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
867Shares Held
149MCall Options Held
5.9KPut Options Held
13.2K-
Envestnet Asset Management Inc16.5MShares$1.3 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$680 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$606 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$553 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$494 Million0.04% of portfolio