Compass Planning Associates Inc Vanguard Bd Index Fd Inc Inter Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Compass Planning Associates Inc holds 170,447 shares of BIV stock, worth $13.3 Million. This represents 12.21% of its overall portfolio holdings.
Number of Shares
170,447
Previous 92,822
83.63%
Holding current value
$13.3 Million
Previous $7.18 Billion
85.41%
% of portfolio
12.21%
Previous 6.59%
Shares
4 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
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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
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio