Ml & R Wealth Management LLC Vanguard Bd Index Fd Inc Inter Call Options Transaction History

Ml & R Wealth Management LLC

$435 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BIV

# of Institutions

897

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% 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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.