Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Family Wealth Partners, LLC
- $219 Billion
- Q1 2025
A detailed history of Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Family Wealth Partners, LLC holds 11,194 shares of BIV stock, worth $850,744. This represents 0.39% of its overall portfolio holdings.
Number of Shares
11,194
Previous 11,163
0.28%
Holding current value
$850,744
Previous $834 Million
2.75%
% of portfolio
0.39%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding BIV
# of Institutions
994Shares 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