Wescott Financial Advisory Group, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Wescott Financial Advisory Group, LLC
- $822 Million
- Q3 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 181,344 shares of BIV stock, worth $13.5 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
181,344
Previous 143,779
26.13%
Holding current value
$13.5 Million
Previous $10.8 Million
31.99%
% of portfolio
1.73%
Previous 1.41%
Shares
9 transactions
Others Institutions Holding BIV
# of Institutions
899Shares Held
157MCall Options Held
4KPut Options Held
53.2K-
Envestnet Asset Management Inc16.9MShares$1.26 Billion0.44% of portfolio
-
Northwestern Mutual Wealth Management CO7.75MShares$578 Million0.54% of portfolio
-
Wells Fargo & Company San Francisco, CA7.73MShares$576 Million0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY7.38MShares$550 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.21MShares$463 Million0.04% of portfolio