San Luis Wealth Advisors LLC Vanguard Bd Index Fd Inc Inter Transaction History
San Luis Wealth Advisors LLC
- $446 Million
- Q3 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 93,148 shares of BIV stock, worth $7.26 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
93,148
Previous 135,242
31.12%
Holding current value
$7.26 Million
Previous $10.6 Million
31.13%
% of portfolio
1.63%
Previous 2.73%
Shares
11 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
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio