Wells Trecaso Financial Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wells Trecaso Financial Group, LLC
- $306 Million
- Q4 2024
A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 26,135 shares of BIV stock, worth $1.97 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
26,135
Previous 21,674
20.58%
Holding current value
$1.97 Million
Previous $1.7 Million
15.02%
% of portfolio
0.64%
Previous 0.56%
Shares
19 transactions
Others Institutions Holding BIV
# of Institutions
922Shares Held
160MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$583 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$555 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$467 Million0.04% of portfolio