Forthright Family Wealth Advisory LLC Vanguard Bd Index Fd Inc Inter Transaction History
Forthright Family Wealth Advisory LLC
- $156 Billion
- Q3 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 5,101 shares of BIV stock, worth $383,187. This represents 0.25% of its overall portfolio holdings.
Number of Shares
5,101
Previous 54,774
90.69%
Holding current value
$383,187
Previous $4.1 Billion
90.48%
% of portfolio
0.25%
Previous 2.64%
Shares
4 transactions
Others Institutions Holding BIV
# of Institutions
949Shares Held
163MCall Options Held
4KPut Options Held
7.1K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$582 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$554 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$466 Million0.04% of portfolio