Lockerman Financial Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Lockerman Financial Group, Inc.

$73.5 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	BUY	$74.96 - $77.47 $200,592 - $207,309	2,676 New	2,676 $201,000

Others Institutions Holding BIV

# of Institutions

1,025

Shares Held

196M

Call Options Held

11.1K

Put Options Held

8.7K

Envestnet Asset Management Inc

18.6M
Shares

$1.46 Billion
0.44% of portfolio
Wells Fargo & Company San Francisco, CA

15.9M
Shares

$1.24 Billion
0.26% of portfolio
Northwestern Mutual Wealth Management CO

9.11M
Shares

$714 Million
0.52% of portfolio
Goldman Sachs Group Inc New York, NY

8.97M
Shares

$703 Million
0.1% of portfolio
Morgan Stanley New York, NY

6.34M
Shares

$497 Million
0.03% 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 Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.