Sugarloaf Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Sugarloaf Wealth Management, LLC
- $493 Million
- Q3 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,031 shares of BIV stock, worth $76,861. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,031
Previous 762
35.3%
Holding current value
$76,861
Previous $57,000
40.35%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$578 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$576 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$550 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$463 Million0.04% of portfolio