Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Safir Wealth Advisors, LLC
- $129 Million
- Q4 2024
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 88,534 shares of BIV stock, worth $6.65 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
88,534
Previous 87,272
1.45%
Holding current value
$6.65 Million
Previous $6.84 Million
3.26%
% of portfolio
5.13%
Previous 5.29%
Shares
17 transactions
Others Institutions Holding BIV
# of Institutions
941Shares Held
163MCall Options Held
4KPut Options Held
7.1K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$582 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$554 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$466 Million0.04% of portfolio