Morris Financial Concepts, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Morris Financial Concepts, Inc.
- $234 Million
- Q1 2025
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 $7,029. This represents 0.0% of its overall portfolio holdings.
Number of Shares
92
Previous 92
-0.0%
Holding current value
$7,029
Previous $6,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
1,007Shares Held
196MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.38 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$661 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$609 Million0.1% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio