Wheelhouse Advisory Group LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wheelhouse Advisory Group LLC
- $155 Billion
- Q3 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 20,048 shares of BIV stock, worth $1.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
20,048
Previous 21,794
8.01%
Holding current value
$1.5 Million
Previous $1.62 Billion
3.26%
% of portfolio
1.01%
Previous 1.14%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$581 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$580 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$553 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$465 Million0.04% of portfolio