Latko Wealth Management, Ltd. Vanguard Bd Index Fd Inc Inter Transaction History
Latko Wealth Management, Ltd.
- $197 Million
- Q3 2025
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 8,342 shares of BIV stock, worth $649,925. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,342
Previous 6,454
29.25%
Holding current value
$649,925
Previous $499,000
30.46%
% of portfolio
0.33%
Previous 0.28%
Shares
5 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
-
Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio