Opal Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Opal Wealth Advisors, LLC
- $325 Million
- Q4 2024
A detailed history of Opal Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 4,767 shares of BIV stock, worth $365,104. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,767
Previous 5,025
5.13%
Holding current value
$365,104
Previous $393,000
9.41%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
175MCall 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$939 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$636 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$592 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$481 Million0.04% of portfolio