True Wealth Financial Partners Vanguard Bd Index Fd Inc Inter Transaction History
True Wealth Financial Partners
- $153 Million
- Q2 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, True Wealth Financial Partners holds 113,652 shares of BIV stock, worth $8.55 Million. This represents 5.56% of its overall portfolio holdings.
Number of Shares
113,652
Previous 99,651
14.05%
Holding current value
$8.55 Million
Previous $7.51 Million
13.28%
% of portfolio
5.56%
Previous 5.27%
Shares
11 transactions
Others Institutions Holding BIV
# of Institutions
884Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$651 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$580 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$529 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$473 Million0.04% of portfolio