Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Level Financial Advisors, Inc.
- $271 Million
- Q1 2025
A detailed history of Level Financial Advisors, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 18,552 shares of BIV stock, worth $1.43 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
18,552
Previous 19,998
7.23%
Holding current value
$1.43 Million
Previous $1.49 Million
5.15%
% of portfolio
0.52%
Previous 0.59%
Shares
14 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