True Wealth Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History
True Wealth Advisors, LLC
- $253 Million
- Q1 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,330 shares of BIV stock, worth $254,445. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,330
Previous 3,684
9.61%
Holding current value
$254,445
Previous $275,000
7.64%
% of portfolio
0.1%
Previous 0.1%
Shares
18 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
184MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.29 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$936 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$635 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$591 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$582 Million0.53% of portfolio