Wealthpoint, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	N/A	-700 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	700 New	700 $57,000

Others Institutions Holding BIV

# of Institutions

992

Shares Held

185M

Call Options Held

4.4K

Put Options Held

0

Envestnet Asset Management Inc

16.9M
Shares

$1.29 Billion
0.42% of portfolio
Wells Fargo & Company San Francisco, CA

12.3M
Shares

$938 Million
0.21% of portfolio
Northwestern Mutual Wealth Management CO

8.3M
Shares

$636 Million
0.53% of portfolio
Goldman Sachs Group Inc New York, NY

7.73M
Shares

$592 Million
0.09% of portfolio
Gamma Investing LLC Foster City, CA

7.61M
Shares

$583 Million
0.53% of portfolio

About VANGUARD BD INDEX FD INC INTER

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