Bennett Associates Wealth Management Vanguard Bd Index Fd Inc Long Transaction History
Bennett Associates Wealth Management
- $111 Billion
- Q2 2024
A detailed history of Bennett Associates Wealth Management transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Bennett Associates Wealth Management holds 13,590 shares of BLV stock, worth $1.03 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
13,590
Previous 12,903
5.32%
Holding current value
$1.03 Million
Previous $933 Million
2.35%
% of portfolio
0.86%
Previous 0.84%
Shares
3 transactions
Others Institutions Holding BLV
# of Institutions
384Shares Held
40.9MCall Options Held
28.5KPut Options Held
70.5K-
Envestnet Asset Management Inc9.12MShares$694 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA3.89MShares$296 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.37MShares$180 Million0.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.28MShares$174 Million0.62% of portfolio
-
Lincoln National Corp2.16MShares$164 Million5.12% of portfolio