Sterling Financial Planning, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sterling Financial Planning, Inc.
- $263 Million
- Q3 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 95,277 shares of BIV stock, worth $7.24 Million. This represents 2.84% of its overall portfolio holdings.
Number of Shares
95,277
Previous 90,593
5.17%
Holding current value
$7.24 Million
Previous $6.78 Million
10.05%
% of portfolio
2.84%
Previous 2.82%
Shares
16 transactions
Others Institutions Holding BIV
# of Institutions
874Shares Held
152MCall Options Held
5.9KPut Options Held
59.3K-
Envestnet Asset Management Inc16.5MShares$1.25 Billion0.44% of portfolio
-
Goldman Sachs Group Inc New York, NY8.65MShares$658 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA7.71MShares$586 Million0.14% of portfolio
-
Northwestern Mutual Wealth Management CO7.04MShares$535 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.29MShares$478 Million0.04% of portfolio