Uptown Financial Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History
Uptown Financial Advisors LLC
- $121 Billion
- Q3 2025
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 45,480 shares of BIV stock, worth $3.57 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
45,480
Previous 46,141
1.43%
Holding current value
$3.57 Million
Previous $3.57 Billion
0.48%
% of portfolio
2.93%
Previous 3.06%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
1,036Shares Held
197MCall Options Held
11.1KPut Options Held
8.7K-
Envestnet Asset Management Inc18.6MShares$1.46 Billion0.44% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.24 Billion0.26% of portfolio
-
Northwestern Mutual Wealth Management CO9.11MShares$714 Million0.52% of portfolio
-
Goldman Sachs Group Inc New York, NY8.97MShares$703 Million0.1% of portfolio
-
Morgan Stanley New York, NY6.34MShares$497 Million0.03% of portfolio