Bennett Associates Wealth Management Vanguard Bd Index Fd Inc Long Transaction History
Bennett Associates Wealth Management
- $138 Billion
- Q3 2025
Shares
	  4 transactions
	
  Others Institutions Holding BLV
# of Institutions
407Shares Held
47MCall Options Held
41.1KPut Options Held
11.1K- 
    
      Envestnet Asset Management Inc10.1MShares$723 Million0.21% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC3.68MShares$265 Million0.09% of portfolio
- 
    
      Lincoln National Corp2.4MShares$173 Million5.09% of portfolio
- 
    
      Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$164 Million0.68% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA2.01MShares$145 Million0.03% of portfolio