Morris Financial Concepts, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Morris Financial Concepts, Inc.
- $230 Million
- Q4 2024
A detailed history of Morris Financial Concepts, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 92 shares of BIV stock, worth $6,964. This represents 0.0% of its overall portfolio holdings.
Number of Shares
92
Previous 92
-0.0%
Holding current value
$6,964
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
184MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$928 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$629 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$585 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$576 Million0.53% of portfolio