Level Financial Advisors, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Level Financial Advisors, Inc.
- $252 Million
- Q4 2024
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 19,998 shares of BIV stock, worth $1.52 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
19,998
Previous 12,541
59.46%
Holding current value
$1.52 Million
Previous $982,000
52.14%
% of portfolio
0.59%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$932 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$632 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$588 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$477 Million0.04% of portfolio