Willow Creek Wealth Management Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 472,548 shares of BIV stock, worth $35.9 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
472,548
Previous 356,490
32.56%
Holding current value
$35.9 Million
Previous $27.2 Million
29.69%
% of portfolio
3.74%
Previous 3.48%
Shares
27 transactions
Others Institutions Holding BIV
# of Institutions
989Shares Held
184MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$931 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$631 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$588 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$579 Million0.53% of portfolio