Bromfield Sneider Wealth Advisors Vanguard Bd Index Fd Inc Inter Transaction History
Bromfield Sneider Wealth Advisors
- $160 Million
- Q1 2024
A detailed history of Bromfield Sneider Wealth Advisors transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Bromfield Sneider Wealth Advisors holds 88,124 shares of BIV stock, worth $6.87 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
88,124
Previous 69,735
26.37%
Holding current value
$6.87 Million
Previous $5.33 Million
24.75%
% of portfolio
4.15%
Previous 3.63%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio