Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 90,593 shares of BIV stock, worth $7.12 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
90,593
Previous 81,572
11.06%
Holding current value
$7.12 Million
Previous $6.15 Million
10.31%
% of portfolio
2.82%
Previous 2.55%
Shares
15 transactions
Others Institutions Holding BIV
# of Institutions
867Shares Held
149MCall Options Held
5.9KPut Options Held
13.2K-
Envestnet Asset Management Inc16.5MShares$1.3 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$680 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$606 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$553 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$494 Million0.04% of portfolio