Tilia Fiduciary Partners, Inc. Vanguard Bd Index Fd Inc Inter Transaction History

Tilia Fiduciary Partners, Inc.

$126 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	N/A	-15 Reduced 15.0%	85 $6,000
Q1 2022 Apr 18, 2022	BUY	N/A	15 Added 17.65%	100 $8,000
Q4 2021 Feb 14, 2022	BUY	N/A	85 New	85 $7,000

Others Institutions Holding BIV

# of Institutions

856

Shares Held

162M

Call Options Held

5.3K

Put Options Held

4.5K

Williams Financial, LLC Bennington, VT

18.2M
Shares

$1.38 Billion
14.16% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$1.25 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$622 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$612 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$476 Million
0.49% of portfolio

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