Wells Trecaso Financial Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wells Trecaso Financial Group, LLC
- $283 Million
- Q1 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 17,830 shares of BIV stock, worth $1.33 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
17,830
Previous 15,285
16.65%
Holding current value
$1.33 Million
Previous $1.17 Million
15.17%
% of portfolio
0.47%
Previous 0.47%
Shares
16 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