Wealthsource Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wealthsource Partners, LLC holds 237,644 shares of BIV stock, worth $17.7 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
237,644
Previous 423,381
43.87%
Holding current value
$17.7 Million
Previous $30.6 Million
40.71%
% of portfolio
1.19%
Previous 2.11%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
845Shares Held
143MCall Options Held
5.3KPut Options Held
4.5K-
Envestnet Asset Management Inc16.5MShares$1.23 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY8.19MShares$611 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA8.05MShares$600 Million0.15% of portfolio
-
Northwestern Mutual Wealth Management CO6.27MShares$467 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC5.57MShares$415 Million0.04% of portfolio