Phillips Financial Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Phillips Financial Management, LLC holds 138,136 shares of BIV stock, worth $10.5 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
138,136
Previous 189,112
26.96%
Holding current value
$10.5 Million
Previous $14.8 Million
30.35%
% of portfolio
0.84%
Previous 1.18%
Shares
31 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