One Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, One Wealth Advisors, LLC holds 8,598 shares of BIV stock, worth $646,483. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,598
Previous 7,688
11.84%
Holding current value
$646,483
Previous $602,000
6.64%
% of portfolio
0.1%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding BIV
# of Institutions
929Shares Held
160MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$583 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$581 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$555 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$467 Million0.04% of portfolio