Planned Solutions, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Planned Solutions, Inc.
- $260 Million
- Q3 2025
A detailed history of Planned Solutions, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Planned Solutions, Inc. holds 61,864 shares of BIV stock, worth $4.85 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
61,864
              Previous 63,774
              
        
           2.99%
        
      
          
        Holding current value
$4.85 Million
            Previous $4.93 Million
            
        
           2.07%
        
      
          
        % of portfolio
1.86%
            Previous 2.08%
          
        Shares
	  11 transactions
	
  Others Institutions Holding BIV
# of Institutions
1,034Shares Held
197MCall Options Held
11.1KPut Options Held
8.7K- 
    
      Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
- 
    
      Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
- 
    
      Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio