True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, True Wealth Advisors, LLC holds 2,968 shares of BIV stock, worth $231,236. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,968
Previous 3,275
9.37%
Holding current value
$231,236
Previous $255,000
9.41%
% of portfolio
0.08%
Previous 0.09%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
1,031Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio