Kcs Wealth Advisory Vanguard Bd Index Fd Inc Inter Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$86.78 - $88.73 $781 - $798	-9 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$86.72 - $88.11 $780 - $792	9 New	9 $0

Others Institutions Holding BIV

# of Institutions

898

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.28 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$585 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$583 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$556 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$468 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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