Weatherly Asset Management L. P. Vanguard Bd Index Fd Inc Inter Transaction History

Weatherly Asset Management L. P.

$1.03 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	SELL	N/A	-907 Reduced 24.34%	2,820 $207,000
Q2 2019 Jul 31, 2019	BUY	N/A	3,727 New	3,727 $322,000

Others Institutions Holding BIV

# of Institutions

856

Shares Held

162M

Call Options Held

5.3K

Put Options Held

4.5K

Williams Financial, LLC Bennington, VT

18.2M
Shares

$1.38 Billion
14.16% of portfolio
Envestnet Asset Management Inc

16.5M
Shares

$1.25 Billion
0.47% of portfolio
Goldman Sachs Group Inc New York, NY

8.19M
Shares

$622 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

8.05M
Shares

$612 Million
0.15% of portfolio
Northwestern Mutual Wealth Management CO

6.27M
Shares

$476 Million
0.49% of portfolio

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Weatherly Asset Management L. P., based on Form 13F filings with the SEC.

News

Stay updated on Weatherly Asset Management L. P. with notifications on news.