Jacobson & Schmitt Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Jacobson & Schmitt Advisors, LLC
- $487 Million
- Q3 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 232,596 shares of BIV stock, worth $17.6 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
232,596
Previous 228,320
1.87%
Holding current value
$17.6 Million
Previous $17.1 Million
6.61%
% of portfolio
3.74%
Previous 3.89%
Shares
6 transactions
Others Institutions Holding BIV
# of Institutions
900Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$586 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$585 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$558 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$469 Million0.04% of portfolio