Montz Harcus Wealth Management LLC Vanguard Bd Index Fd Inc Inter Transaction History
Montz Harcus Wealth Management LLC
- $176 Million
- Q4 2024
A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 4,428 shares of BIV stock, worth $338,343. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,428
Previous 4,751
6.8%
Holding current value
$338,343
Previous $372,000
11.29%
% of portfolio
0.19%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
994Shares Held
183MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$635 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio