Concord Wealth Partners Vanguard Bd Index Fd Inc Inter Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Concord Wealth Partners holds 74 shares of BIV stock, worth $5,624. This represents 0.0% of its overall portfolio holdings.
Number of Shares
74
Previous 74
-0.0%
Holding current value
$5,624
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
992Shares Held
185MCall 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$931 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$631 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$588 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$579 Million0.53% of portfolio