Sovereign Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Sovereign Investment Advisors, LLC
- $290 Million
- Q3 2024
A detailed history of Sovereign Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sovereign Investment Advisors, LLC holds 97,164 shares of BIV stock, worth $7.35 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
97,164
Previous 95,198
2.07%
Holding current value
$7.35 Million
Previous $7.13 Million
6.8%
% of portfolio
2.63%
Previous 2.58%
Shares
20 transactions
Others Institutions Holding BIV
# of Institutions
900Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$586 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$585 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$558 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$469 Million0.04% of portfolio