Northwest Financial Advisors Vanguard Bd Index Fd Inc Inter Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$73.13 - $75.43 $731 - $754	10 Added 76.92%	23 $1.72 Million
Q1 2024 May 09, 2024	BUY	$74.51 - $76.61 $968 - $995	13 New	13 $980,000

Others Institutions Holding BIV

# of Institutions

919

Shares Held

157M

Call Options Held

4K

Put Options Held

53.2K

Envestnet Asset Management Inc

16.9M
Shares

$1.26 Billion
0.44% of portfolio
Northwestern Mutual Wealth Management CO

7.75M
Shares

$580 Million
0.54% of portfolio
Wells Fargo & Company San Francisco, CA

7.73M
Shares

$578 Million
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

7.38M
Shares

$552 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.21M
Shares

$464 Million
0.04% of portfolio

About VANGUARD BD INDEX FD INC INTER

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