San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History
San Luis Wealth Advisors LLC
- $465 Million
- Q2 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 135,242 shares of BIV stock, worth $10.4 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
135,242
Previous 99,745
35.59%
Holding current value
$10.4 Million
Previous $7.64 Million
36.96%
% of portfolio
2.25%
Previous 1.73%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
1,010Shares Held
189MCall Options Held
8.6KPut Options Held
6K-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$943 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO8.65MShares$665 Million0.55% of portfolio
-
Goldman Sachs Group Inc New York, NY7.97MShares$613 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.49MShares$499 Million0.04% of portfolio