Rochester Wealth Strategies, LLC Vanguard Bd Index Fd Inc Long Transaction History
Rochester Wealth Strategies, LLC
- $139 Billion
- Q2 2025
A detailed history of Rochester Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Rochester Wealth Strategies, LLC holds 60,818 shares of BLV stock, worth $4.17 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
60,818
Previous 74,288
18.13%
Holding current value
$4.17 Million
Previous $5.23 Billion
19.16%
% of portfolio
3.03%
Previous 4.15%
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
406Shares Held
48.8MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc9.5MShares$651 Million0.22% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$367 Million19.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.74MShares$188 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.39MShares$164 Million0.71% of portfolio
-
Lincoln National Corp2.38MShares$163 Million5.4% of portfolio