Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 5,101 shares of BIV stock, worth $377,065. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,101
Previous 54,774
90.69%
Holding current value
$377,065
Previous $4.1 Billion
90.48%
% of portfolio
0.25%
Previous 2.64%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
902Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.25 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$573 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$571 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$545 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$459 Million0.04% of portfolio