Dopkins Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Dopkins Wealth Management, LLC
- $227 Million
- Q3 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 26,188 shares of BIV stock, worth $2.04 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
26,188
Previous 21,314
22.87%
Holding current value
$2.04 Million
Previous $1.65 Million
24.09%
% of portfolio
0.9%
Previous 0.77%
Shares
5 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
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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