Joseph P. Lucia & Associates, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Joseph P. Lucia & Associates, LLC
- $202 Million
- Q2 2025
A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 38,052 shares of BIV stock, worth $2.94 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
38,052
Previous 37,502
1.47%
Holding current value
$2.94 Million
Previous $2.87 Million
2.47%
% of portfolio
1.45%
Previous 1.56%
Shares
23 transactions
Others Institutions Holding BIV
# of Institutions
1,012Shares Held
192MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.6MShares$1.43 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$946 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$668 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$616 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$501 Million0.04% of portfolio