Mark Sheptoff Financial Planning, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 106 shares of BIV stock, worth $7,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
106
Previous 106
-0.0%
Holding current value
$7,913
Previous $7,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BIV
# of Institutions
912Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$579 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$577 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$551 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$464 Million0.04% of portfolio