Windward Private Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Windward Private Wealth Management Inc.
- $256 Million
- Q4 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 297,228 shares of BIV stock, worth $22.9 Million. This represents 8.68% of its overall portfolio holdings.
Number of Shares
297,228
Previous 290,326
2.38%
Holding current value
$22.9 Million
Previous $22.8 Million
2.38%
% of portfolio
8.68%
Previous 8.75%
Shares
17 transactions
Others Institutions Holding BIV
# of Institutions
997Shares Held
187MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc18.1MShares$1.39 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$944 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$640 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$595 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$586 Million0.53% of portfolio