Wealth Effects LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wealth Effects LLC

$255 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$81.03 - $87.06 $206,788 - $222,177	-2,552 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$87.51 - $89.66 $223,325 - $228,812	2,552 New	2,552 $224,000

Others Institutions Holding BIV

# of Institutions

897

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.27 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$583 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$581 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$555 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$467 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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