Trivant Custom Portfolio Group, LLC Vanguard Bd Index Fd Inc Long Transaction History
Trivant Custom Portfolio Group, LLC
- $182 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
402Shares Held
51MCall Options Held
70.4KPut Options Held
11.5K-
Envestnet Asset Management Inc10.1MShares$695 Million0.21% of portfolio
-
Beacon Capital Management, Inc.5.36MShares$371 Million19.37% of portfolio
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Lpl Financial LLC Fort Mill, SC3.68MShares$254 Million0.09% of portfolio
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Lincoln National Corp2.4MShares$166 Million5.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$156 Million0.64% of portfolio