Sagace Wealth Management LLC Vanguard Bd Index Fd Inc Long Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of Sagace Wealth Management LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Sagace Wealth Management LLC holds 14,292 shares of BLV stock, worth $988,434. This represents 0.74% of its overall portfolio holdings.
Number of Shares
14,292
Previous 15,063
5.12%
Holding current value
$988,434
Previous $1.06 Billion
6.3%
% of portfolio
0.74%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding BLV
# of Institutions
406Shares Held
50.1MCall 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
-
Lpl Financial LLC Fort Mill, SC2.74MShares$190 Million0.08% of portfolio
-
Lincoln National Corp2.4MShares$166 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.26MShares$156 Million0.64% of portfolio