Safir Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Safir Wealth Advisors, LLC
- $122 Million
- Q1 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 85,419 shares of BIV stock, worth $6.37 Million. This represents 5.29% of its overall portfolio holdings.
Number of Shares
85,419
Previous 80,031
6.73%
Holding current value
$6.37 Million
Previous $6.11 Million
5.37%
% of portfolio
5.29%
Previous 5.5%
Shares
14 transactions
Others Institutions Holding BIV
# of Institutions
845Shares Held
143MCall Options Held
5.3KPut Options Held
4.5K-
Envestnet Asset Management Inc16.5MShares$1.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY8.19MShares$611 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA8.05MShares$600 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO6.27MShares$467 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC5.57MShares$415 Million0.04% of portfolio