Root Financial Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Root Financial Partners, LLC

$625 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$73.57 - $77.31 $319,220 - $335,448	4,339 New	4,339 $333 Million

Others Institutions Holding BIV

# of Institutions

900

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.28 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$589 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$587 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$560 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$472 Million
0.04% of portfolio

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