Carlsbad Wealth Advisory Group, Inc. Vanguard Bd Index Fd Inc Long Call Options Transaction History

Carlsbad Wealth Advisory Group, Inc.

$155 Billion
Q2 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BLV

# of Institutions

384

Shares Held

42M

Call Options Held

28.5K

Put Options Held

141K

Envestnet Asset Management Inc

9.12M
Shares

$641 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.89M
Shares

$274 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

2.37M
Shares

$167 Million
0.08% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$163 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$149 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

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