Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Evergreen Wealth Management, LLC
- $166 Billion
- Q3 2024
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 69,738 shares of BIV stock, worth $5.2 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
69,738
Previous 53,253
30.96%
Holding current value
$5.2 Million
Previous $3.99 Billion
37.04%
% of portfolio
3.29%
Previous 2.64%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$578 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$576 Million0.14% of portfolio
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Goldman Sachs Group Inc New York, NY7.38MShares$550 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$463 Million0.04% of portfolio