Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 125,031 shares of BIV stock, worth $9.74 Million. This represents 6.06% of its overall portfolio holdings.
Number of Shares
125,031Holding current value
$9.74 Million% of portfolio
6.06%Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
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Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio