Optima Capital LLC Vanguard Bd Index Fd Inc Inter Transaction History

Optima Capital LLC

$157 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 12, 2025	SELL	$73.78 - $76.59 $327,509 - $339,983	-4,439 Closed	0 $0
Q4 2024 Jun 12, 2025	BUY	$74.5 - $78.37 $330,705 - $347,884	4,439 New	4,439 $332 Million

Others Institutions Holding BIV

# of Institutions

1,008

Shares Held

196M

Call Options Held

8.6K

Put Options Held

6K

Envestnet Asset Management Inc

18.1M
Shares

$1.39 Billion
0.46% of portfolio
Wells Fargo & Company San Francisco, CA

12.3M
Shares

$943 Million
0.22% of portfolio
Northwestern Mutual Wealth Management CO

8.65M
Shares

$666 Million
0.55% of portfolio
Goldman Sachs Group Inc New York, NY

7.97M
Shares

$614 Million
0.1% of portfolio
Gamma Investing LLC Foster City, CA

7.61M
Shares

$586 Million
0.53% of portfolio

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