Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Long Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 60,970 shares of BLV stock, worth $4.28 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
60,970Holding current value
$4.28 Million% of portfolio
2.95%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
42MCall Options Held
28.5KPut Options Held
141K-
Envestnet Asset Management Inc9.12MShares$641 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA3.89MShares$274 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC2.37MShares$167 Million0.08% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.31MShares$163 Million0.62% of portfolio
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Lincoln National Corp2.13MShares$149 Million5.15% of portfolio