Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Willow Creek Wealth Management Inc.
- $782 Million
- Q4 2023
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 356,490 shares of BIV stock, worth $26.6 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
356,490
Previous 336,650
5.89%
Holding current value
$26.6 Million
Previous $24.3 Million
11.85%
% of portfolio
3.48%
Previous 3.67%
Shares
26 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