Wealthsource Partners, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wealthsource Partners, LLC holds 237,644 shares of BIV stock, worth $17.8 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
237,644
Previous 423,381
43.87%
Holding current value
$17.8 Million
Previous $30.6 Million
40.71%
% of portfolio
1.19%
Previous 2.11%
Shares
21 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.27 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$581 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$580 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$553 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$465 Million0.04% of portfolio