Concord Wealth Partners Vanguard Bd Index Fd Inc Inter Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
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 2,960 shares of BIV stock, worth $230,613. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,960
Previous 2,960
-0.0%
Holding current value
$230,613
Previous $228,000
1.32%
% of portfolio
0.03%
Previous 0.03%
Shares
6 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