Latko Wealth Management, Ltd. Vanguard Bd Index Fd Inc Inter Transaction History
Latko Wealth Management, Ltd.
- $154 Million
- Q1 2025
A detailed history of Latko Wealth Management, Ltd. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 6,363 shares of BIV stock, worth $490,078. This represents 0.32% of its overall portfolio holdings.
Number of Shares
6,363
Previous 8,401
24.26%
Holding current value
$490,078
Previous $628,000
22.45%
% of portfolio
0.32%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding BIV
# of Institutions
998Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$944 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$595 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$586 Million0.53% of portfolio