Rmr Wealth Builders Vanguard Bd Index Fd Inc Inter Transaction History

Rmr Wealth Builders

$869 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$88.27 - $90.15 $1,324 - $1,352	-15 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$88.61 - $92.83 $1,329 - $1,392	15 New	15 $1,000

Others Institutions Holding BIV

# of Institutions

867

Shares Held

149M

Call Options Held

5.9K

Put Options Held

13.2K

Envestnet Asset Management Inc

16.5M
Shares

$1.29 Billion
0.44% of portfolio
Goldman Sachs Group Inc New York, NY

8.65M
Shares

$677 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

7.71M
Shares

$603 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

7.04M
Shares

$551 Million
0.52% of portfolio
Bank Of America Corp Charlotte, NC

6.29M
Shares

$492 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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