Trivant Custom Portfolio Group, LLC Vanguard Bd Index Fd Inc Long Transaction History

Trivant Custom Portfolio Group, LLC

$173 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$72.8 - $77.78 $14,560 - $15,556	200 New	200 $15 Million

Others Institutions Holding BLV

# of Institutions

387

Shares Held

42.8M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$668 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$244 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$184 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$168 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$154 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trivant Custom Portfolio Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trivant Custom Portfolio Group, LLC with notifications on news.