Luminvest Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
876Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.5MShares$1.25 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$658 Million0.11% of portfolio
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Wells Fargo & Company San Francisco, CA7.71MShares$586 Million0.14% of portfolio
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Northwestern Mutual Wealth Management CO7.04MShares$535 Million0.52% of portfolio
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Bank Of America Corp Charlotte, NC6.29MShares$478 Million0.04% of portfolio