Rothschild Investment LLC Vanguard Bd Index Fd Inc Long Transaction History

Rothschild Investment LLC

$1.53 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$70.55 - $74.4 $22,858 - $24,105	324 New	324 $23.4 Million

Others Institutions Holding BLV

# of Institutions

386

Shares Held

42.4M

Call Options Held

27.4K

Put Options Held

158K

Envestnet Asset Management Inc

9.2M
Shares

$620 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$227 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$171 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$156 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$143 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.