Precedent Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 60,178 shares of BIV stock, worth $4.52 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
60,178
Previous 67,013
10.2%
Holding current value
$4.52 Million
Previous $5.25 Billion
14.37%
% of portfolio
1.47%
Previous 1.73%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
985Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$921 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$624 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$581 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$472 Million0.04% of portfolio