Legacy Wealth Management, Inc Vanguard Bd Index Fd Inc Inter Transaction History

Legacy Wealth Management, Inc

$1.36 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	N/A	-8,600 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	N/A	8,600 New	8,600 $754,000

Others Institutions Holding BIV

# of Institutions

846

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.24 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$617 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$606 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$472 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$419 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, Inc with notifications on news.