Lowery Thomas, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Lowery Thomas, LLC

$131 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	N/A	-10,015 Closed	0 $0
Q1 2022 May 10, 2022	BUY	N/A	10,015 New	10,015 $820,000

Others Institutions Holding BIV

# of Institutions

845

Shares Held

143M

Call Options Held

5.3K

Put Options Held

4.5K

Envestnet Asset Management Inc

16.5M
Shares

$1.23 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$611 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$600 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$467 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

5.57M
Shares

$415 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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