Discipline Wealth Solutions, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 503,304 shares of BIV stock, worth $38.3 Million. This represents 18.2% of its overall portfolio holdings.
Number of Shares
503,304
Previous 460,661
9.26%
Holding current value
$38.3 Million
Previous $36.1 Million
4.18%
% of portfolio
18.2%
Previous 19.83%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$933 Million0.21% of portfolio
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Northwestern Mutual Wealth Management CO8.3MShares$632 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY7.73MShares$588 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$478 Million0.04% of portfolio