United Financial Planning Group LLC Vanguard Bd Index Fd Inc Long Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, United Financial Planning Group LLC holds 4,235 shares of BLV stock, worth $301,150. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,235Holding current value
$301,150% of portfolio
0.19%Shares
1 transactions
Others Institutions Holding BLV
# of Institutions
412Shares Held
47MCall Options Held
41.1KPut Options Held
11.1K-
Envestnet Asset Management Inc10.7MShares$759 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.99MShares$212 Million0.07% of portfolio
-
Lincoln National Corp2.51MShares$178 Million5.09% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.27MShares$162 Million0.68% of portfolio
-
Wells Fargo & Company San Francisco, CA1.94MShares$138 Million0.03% of portfolio