Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Level Financial Advisors, Inc.
- $327 Million
- Q3 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 26,311 shares of BIV stock, worth $2.06 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
26,311
Previous 23,096
13.92%
Holding current value
$2.06 Million
Previous $1.79 Million
15.01%
% of portfolio
0.63%
Previous 0.6%
Shares
16 transactions
Others Institutions Holding BIV
# of Institutions
1,036Shares Held
197MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
-
Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio