Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wescott Financial Advisory Group, LLC
- $763 Million
- Q2 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 143,779 shares of BIV stock, worth $11.3 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
143,779
Previous 138,387
3.9%
Holding current value
$11.3 Million
Previous $10.4 Million
3.19%
% of portfolio
1.41%
Previous 1.47%
Shares
8 transactions
Others Institutions Holding BIV
# of Institutions
867Shares Held
149MCall Options Held
5.9KPut Options Held
13.2K-
Envestnet Asset Management Inc16.5MShares$1.3 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$680 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$606 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$553 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$494 Million0.04% of portfolio