Latko Wealth Management, Ltd. Vanguard Bd Index Fd Inc Inter Transaction History
Latko Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Latko Wealth Management, Ltd. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 8,401 shares of BIV stock, worth $637,719. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,401
Previous 9,576
12.27%
Holding current value
$637,719
Previous $750,000
16.27%
% of portfolio
0.37%
Previous 0.45%
Shares
2 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
175MCall 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$930 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$630 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$587 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.28MShares$476 Million0.04% of portfolio