Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History
Forthright Family Wealth Advisory LLC
- $155 Billion
- Q2 2024
A detailed history of Forthright Family Wealth Advisory LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 54,774 shares of BIV stock, worth $4.16 Million. This represents 2.64% of its overall portfolio holdings.
Number of Shares
54,774
Previous 62,371
12.18%
Holding current value
$4.16 Million
Previous $4.7 Billion
12.77%
% of portfolio
2.64%
Previous 3.15%
Shares
3 transactions
Others Institutions Holding BIV
# of Institutions
878Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.5MShares$1.25 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$658 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$586 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$535 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$478 Million0.04% of portfolio